Can anyone help me understand the example number 7 (Attached) relating to asset location strategy. Private Wealth management, page 298 curriculum. Finding it very difficult to understand and I guess Sanjay sir had not covered this example in the Videos. If he has explained it, pls tell me the video number or name.. if not I would need someone to explain this example to me. You may ping me on whatapp 7738515264… We can do a call to discuss the same. Thanks in advanced.
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In the case of Charles and Ivy Lee, the asset location strategy is discussed in two parts:
The final asset allocation is then presented, with equities and fixed income strategically distributed across taxable and tax-deferred accounts to optimize tax efficiency and align with the Lees’ investment goals.