Everyone’s goal is to pay as few taxes as possible, but when planning for retirement many investors and even their advisors neglect a basic concept:
Die broke in your IRA or 401(k) account and
die rich in your personal investment account.
The tax rules dictate where to die broke and where to die rich. With a little planning and asset management, anyone can do it. Instead of fighting the tax code, take advantage of it by putting each of your retirement investments – stocks, bonds or income annuities – in the account that benefits you most.
With smart allocations, you will realize potentially huge gains. More