WCI #311: Asset Location
White Coat Investor Podcast
Dr. Jim Dahle of the White Coat Investor
4.8 • 2.4K Ratings
🗓️ 20 April 2023
⏱️ 39 minutes
🧾️ Download transcript
Summary
Today we are answering your questions off the speak pipe. Many of those questions are in regards to asset location. We talk about weighing tax efficiency against higher returns in your accounts and Dr. Dahle reminds you not to let the tax tail wag the investment dog. We answer questions about high yielding ETFs, QLACs, 457s, non qualified deferred compensation plans, and bonds with high fees.
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Transcript
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| 0:00.0 | This is the White Code Investor Podcast, where we help those who wear the White Code get a fair shake on Wall Street. |
| 0:05.3 | We've been helping doctors and other high-income professionals stop doing dumb things with their money since 2011. |
| 0:14.9 | This is White Code Investor Podcast number 3-11. |
| 0:17.6 | Right now, qualifying medical professionals can refinance their private student loans with an up to 1% rate discount. |
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| 0:28.5 | This is SOPAI Member, you'll have access to a powerful set of tools, education, even financial planners to help you not only save money, |
| 0:34.7 | but help you get on the road to financial freedom. |
| 0:37.0 | Check out their payment plans and interest rates. SOPAI.com slash White Code Investor. |
| 0:41.3 | SOPAI Student Loans are originated by SOPAI Bank and a member FDIC, |
| 0:45.3 | additional terms and conditions may apply, and MLS 696891. |
| 0:49.7 | Alright, let's get right into our questions today. |
| 0:54.1 | You guys always complain there's too many ads, too much promotion at the start of the podcast. |
| 0:58.0 | So let's just take your questions right from the top. |
| 1:01.3 | This one's from Tom. |
| 1:03.2 | He's asking about how you'll be ETFs and where to stick them. |
| 1:07.4 | Hi Dr. Dahl, this is Tom from California. |
| 1:09.5 | I have a question regarding ideal locations of higher yielding ETF funds across my taxable account, |
| 1:18.3 | my tax deferred accounts, or my Roth tax free accounts. |
| 1:23.8 | Specifically, the funds are a tips fund, a REIT fund, VPN, a utilities fund, |
| 1:29.3 | a VNQ, a total bond market, a total international bond market fund, |
| 1:34.5 | and a short term bond fund, all of these vanguard. |
| 1:38.5 | The question is, is it best to utilize all of the space within the tax deferred |
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