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Wealth Insights

The Trinity of Asset Location: Taxes, Returns, and Time Horizon

February 11, 2015

Brian Laible, CPA, CFP®, CIMA® at Landmark Wealth Management, shares his expertise on strategic asset location, and how fine-tuning where these investments are held can increase overall wealth for a client. Originally published in Investments and Wealth Monitor, January/February 2015. 

Investment ConsultingRetirement PlanningTax Planning

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