About: Asset location

Facets (new session)
Description
Metadata
Settings
- Rule:
- Inverse Functional Properties:
- "Same As":

About: Asset location Goto Sponge NotDistinct Permalink

An Entity of Type : owl:Thing, within Data Space : dbpedia.demo.openlinksw.com associated with source document(s)
QRcode icon

http://dbpedia.demo.openlinksw.com/describe/?url=http%3A%2F%2Fdbpedia.org%2Fresource%2FAsset_location&invfp=IFP_OFF&sas=SAME_AS_OFF

Asset location (AL) is a term used in personal finance to refer to how investors distribute their investments across savings vehicles including taxable accounts, tax-exempt accounts (e.g., TFSA, Roth IRA, ISAs, TESSAs), tax-deferred accounts (e.g., Canadian RRSP, American 401(k) and IRAs, British SIPPs, Irish Personal Retirement Savings Accounts (RPSA), and German Riester pensions), trust accounts (e.g., grantor retainer annuity trusts, generation-skipping trusts, charitable remainder trusts, charitable lead trusts), variable life insurance policies, foundations, and onshore vs. offshore accounts.

Attributes	Values
rdfs:label	Asset location (en)
rdfs:comment	Asset location (AL) is a term used in personal finance to refer to how investors distribute their investments across savings vehicles including taxable accounts, tax-exempt accounts (e.g., TFSA, Roth IRA, ISAs, TESSAs), tax-deferred accounts (e.g., Canadian RRSP, American 401(k) and IRAs, British SIPPs, Irish Personal Retirement Savings Accounts (RPSA), and German Riester pensions), trust accounts (e.g., grantor retainer annuity trusts, generation-skipping trusts, charitable remainder trusts, charitable lead trusts), variable life insurance policies, foundations, and onshore vs. offshore accounts. (en)
dcterms:subject	Personal finance Investment
Wikipage page ID	13424675 (xsd:integer)
Wikipage revision ID	1053987798 (xsd:integer)
Link from a Wikipage to another Wikipage	Municipal bond Real estate investment trust Personal finance Personal finance Unit trust Income tax Generation-skipping transfer tax Individual Savings Account Modern portfolio theory TFSA Investment 401(k) Mutual fund Private foundation Tax-Exempt Special Savings Account Asset allocation National Savings and Investments Roth IRA Self-invested personal pension Variable universal life insurance Individual Retirement Account Exchange-traded fund Charitable remainder trust RRSP
Link from a Wikipage to an external page	https://web.archive.org/web/20130617020533/http:/www.ebri.org/pdf/briefspdf/EBRI_IB_12-2011_No366_401(k)-Update.pdf https://www.forbes.com/2010/05/06/ira-401k-taxes-loss-harvesting-personal-finance-bogleheads-view-dogu.html https://www.nytimes.com/2008/04/21/business/21ASSETS.html%3Fref=assetallocation http://www.investopedia.com/articles/tax/08/asset-location.asp%23axzz1RcmJcHqY
sameAs	Asset location Asset location Asset location Asset location
dbp:wikiPageUsesTemplate	dbt:Reflist
has abstract	Asset location (AL) is a term used in personal finance to refer to how investors distribute their investments across savings vehicles including taxable accounts, tax-exempt accounts (e.g., TFSA, Roth IRA, ISAs, TESSAs), tax-deferred accounts (e.g., Canadian RRSP, American 401(k) and IRAs, British SIPPs, Irish Personal Retirement Savings Accounts (RPSA), and German Riester pensions), trust accounts (e.g., grantor retainer annuity trusts, generation-skipping trusts, charitable remainder trusts, charitable lead trusts), variable life insurance policies, foundations, and onshore vs. offshore accounts. While asset allocation (AA) determines what assets to own and in what proportions, AL determines where those assets are held. While the objective of AA is to create portfolios with the greatest return for a level of risk, and to optimize individuals' risk exposure according to their risk tolerance, goals and investment time frame, the objective of AL is to maximize the benefits of different account-types - usually to minimize taxes. There are other objectives that can be personal (e.g., the liquidity of the wealth, the expected use of the funds, privacy, etc.). In the discussion below the effective tax rate for any asset depends on a personal tax bracket, different countries' treatment of different types of income, personal frequency of realizing the tax liability (e.g. capital gains only taxable when sold after a multi-year holding period), the mix of income-types generated by an asset, and the net tax effect that includes both tax debits and credits (e.g. the treatment of dividend income in Canada and Great Britain). (en)
gold:hypernym	Term
prov:wasDerivedFrom	wikipedia-en:Asset_location?oldid=1053987798&ns=0
page length (characters) of wiki page	12654 (xsd:nonNegativeInteger)
foaf:isPrimaryTopicOf	wikipedia-en:Asset_location
is Link from a Wikipage to another Wikipage of	Personal finance Tax advantage Outline of finance Asset allocation
is foaf:primaryTopic of	wikipedia-en:Asset_location

Faceted Search & Find service v1.17_git139 as of Feb 29 2024

Alternative Linked Data Documents: ODE Content Formats:

RDF

ODATA

Microdata

About

OpenLink Virtuoso version 08.03.3330 as of Mar 19 2024, on Linux (x86_64-generic-linux-glibc212), Single-Server Edition (378 GB total memory, 50 GB memory in use)
Data on this page belongs to its respective rights holders.
Virtuoso Faceted Browser Copyright © 2009-2024 OpenLink Software