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Scott Iverson's Insights

October 15, 2019

Tax-Advantaged Investing with Asset Location

The allocation of assets between taxable and tax-advantaged accounts, known as asset location, is a tax minimization strategy…
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August 1, 2017

Creating a Needs vs. Wants Pyramid to Reach Financial Goals

Whether it’s a new car, house, clothing or food for dinner, the word “need” is often thrown around…
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