Page 6 - Michael Kitces News Today

‘Asset location’—deciding which assets go in which accounts—should be a dynamic process, argues financial planning expert Michael Kitces.

Financial planning expert Michael Kitces weighs in on whether higher bond and cash yields suggest that retirees and preretirees should hold more in those asset classes.

“The growthiest firms rely on referrals the least,” Michael Kitces said during a presentation at this week’s EDGE Conference.

Financial planning expert Michael Kitces discusses strategies to help retirees smooth out their tax bills in the drawdown phase.

Michael Kitces shares his thoughts on asset allocation, higher yields, and bonds.

Plus, what Morningstar analysts think about Apple, SoFi, and Coinbase stocks after earnings, and ways to use asset location to minimize taxes.

Plus, what Morningstar analysts think about Apple, SoFi, and Coinbase stocks after earnings, and ways to use asset location to minimize taxes.

‘Asset location’—deciding which assets go in which accounts—should be a dynamic process, argues financial planning expert Michael Kitces.

The financial planning expert discusses the equity risk premium, tax-efficient retirement drawdown, and where to stash cash in a higher-interest-rate era.

Today on the podcast, we welcome back financial planning guru and Michael Kitces. I recently had the chance to catch up with Michael to get his take on asset…