How Better Tax Planning Can Help You Drop the Extra Weight of Tax Drag in 2026
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How Better Tax Planning Can Help You Drop the Extra Weight of Tax Drag in 2026
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Just like shedding holiday weight, your portfolio might need to go on a diet in the New Year—a tax diet.
In this Season One finale of Retirement Tax Matters, Adam and Garrett discuss the concept of Tax Drag and how it can silently erodes the returns of high-net-worth retirees. We dive into the specific strategy of Asset Location (not to be confused with Asset Allocation) as a primary method for reducing this drag.
We explore why holding bonds in your Traditional IRA and growth stocks in your Roth IRA may be an efficient move you could make in 2026. Join us for this lighthearted holiday special as we ring in the New Year with smarter tax planning.
Key Topics:
• What is "Tax Drag" and how does it hurt your returns?
• The difference between Asset Allocation and Asset Location.
• Why High-Net-Worth retirees need to be careful with taxable brokerage accounts.
Timestamps
(00:00) - Intro
(01:15) - New Year's Resolutions
(02:30) - Reducing Tax Drag in 2026
(05:50) - Asset Location
(07:39) - What to do in 2026
(09:50) - Tax Return Driven Financial Planning for HNW Retirees
(10:10) - Outro
(10:44) - Disclosure