Tax-Efficient Portfolio Optimizer
Suggests asset placement across accounts based on general US tax efficiency rules (Asset Location).
1. Target Overall Asset Allocation (%)
Current Total: 100% (Must equal 100%)
2. Available Investment Account Space/Balance ($)
Enter current balance OR available contribution space you plan to allocate.
3. Optional: Estimated Marginal Tax Rates (%)
These rates are for informational context in the notes and PDF; they don't alter the core location logic in this simplified tool.