Found: 79
Select item for more details and to access through your institution.
Filing Form SSA-44 Can Reduce Lifetime IRMAAs and Income Taxes: Planners can help their clients save thousands in additional taxes following life-changing events.
- Published in:
- Journal of Financial Planning, 2023, v. 36, n. 9, p. 66
- By:
- Publication type:
- Article
Why Multi-Phase Withdrawal Strategies Beat Proportional Withdrawal Strategies.
- Published in:
- Journal of Wealth Management, 2023, v. 26, n. 2, p. 35, doi. 10.3905/jwm.2023.1.204
- By:
- Publication type:
- Article
Why Multiphase Withdrawal Strategies Beat Single-Phase Withdrawal Strategies: A multiphase strategy allows planners and clients to exploit the varying pattern of clients' MTRs over time.
- Published in:
- Journal of Financial Planning, 2023, v. 36, n. 6, p. 68
- By:
- Publication type:
- Article
An Evaluation of Recent Social Security Reform Proposals: Two proposals have the potential to dramatically change Social Security's role in retirement income.
- Published in:
- Journal of Financial Planning, 2023, v. 36, n. 1, p. 64
- By:
- Publication type:
- Article
Implications of SECURE Act 2.0 on Retirement Decumulation Strategies: The revised SECURE Act would push back the age for RMDs, but the tax on accounts is still a concern.
- Published in:
- Journal of Financial Planning, 2022, n. 9, p. 46
- By:
- Publication type:
- Article
Tax-Efficient Withdrawal Strategies for Five Groups.
- Published in:
- Journal of Financial Planning, 2022, v. 35, n. 7, p. 72
- By:
- Publication type:
- Article
Optimal Social Security Claiming and Withdrawal Strategies in a Low-Return Environment.
- Published in:
- Journal of Financial Planning, 2022, v. 35, n. 6, p. 58
- By:
- Publication type:
- Article
Social Security Redo Strategies for 2022.
- Published in:
- Journal of Financial Planning, 2022, v. 35, n. 3, p. 58
- By:
- Publication type:
- Article
Social Security Coordination to Create a Tax-Efficient Withdrawal Strategy.
- Published in:
- Journal of Financial Service Professionals, 2022, v. 76, n. 2, p. 38
- By:
- Publication type:
- Article
Tax Considerations for Relatively Wealthy Households.
- Published in:
- Journal of Financial Planning, 2021, v. 34, n. 12, p. 61
- By:
- Publication type:
- Article
Minimizing the Damage of the Tax Torpedo.
- Published in:
- Journal of Financial Planning, 2021, v. 34, n. 9, p. 62
- By:
- Publication type:
- Article
Social Security Claiming Strategies for Singles and Their Implications for Couples.
- Published in:
- Journal of Financial Planning, 2021, v. 34, n. 5, p. 78
- By:
- Publication type:
- Article
Advice for Married Couples When One Spouse Will Die Year(s) Before the Other Spouse.
- Published in:
- Journal of Financial Planning, 2021, v. 34, n. 1, p. 43
- By:
- Publication type:
- Article
How to Add Tax Alpha in Today's Environment.
- Published in:
- Journal of Financial Planning, 2020, v. 36, n. 10, p. 27
- By:
- Publication type:
- Article
Saving in Roth Accounts and Making Roth Conversions before Retirement in Today’s Low Tax Rates.
- Published in:
- Journal of Financial Planning, 2020, v. 33, n. 7, p. 40
- By:
- Publication type:
- Article
Using Roth Conversions to Add Value to Higher-Income Retirees’ Financial Portfolios.
- Published in:
- Journal of Financial Planning, 2020, v. 33, n. 2, p. 46
- By:
- Publication type:
- Article
Understanding the Tax Torpedo and Its Implications for Various Retirees.
- Published in:
- Journal of Financial Planning, 2018, v. 31, n. 7, p. 38
- By:
- Publication type:
- Article
Valuing Roth Conversion and Recharacterization Options.
- Published in:
- Journal of Financial Planning, 2017, v. 30, n. 11, p. 48
- By:
- Publication type:
- Article
Redo Strategies: When Can You Redo a Prior Social Security Claiming Decision?
- Published in:
- Journal of Financial Planning, 2016, v. 29, n. 6, p. 48
- By:
- Publication type:
- Article
Social Security Claiming Strategies for Widows and Widowers.
- Published in:
- Journal of Retirement, 2016, v. 3, n. 4, p. 77, doi. 10.3905/jor.2016.3.4.077
- By:
- Publication type:
- Article
Social Security's Earnings Tests: A Primer for Financial Planners.
- Published in:
- Journal of Financial Planning, 2015, v. 28, n. 1, p. 53
- By:
- Publication type:
- Article
Which Assets to Leave to Heirs and Related Issues.
- Published in:
- Journal of Personal Finance, 2015, v. 14, n. 1, p. 9
- By:
- Publication type:
- Article
Greatly Reduced Life Expectancy: How Should It Affect a Couple's Social Security Claiming Strategy?
- Published in:
- Journal of Financial Service Professionals, 2014, v. 68, n. 1, p. 39
- By:
- Publication type:
- Article
The Asset Location Decision Revisited.
- Published in:
- Journal of Financial Planning, 2013, v. 26, n. 11, p. 48
- By:
- Publication type:
- Article
Adding Longevity through Tax-Efficient Withdrawal Strategies.
- Published in:
- Journal of Wealth Management, 2013, v. 16, n. 1, p. 57, doi. 10.3905/jwm.2013.16.1.057
- By:
- Publication type:
- Article
Today's Low Interest Rate Environment and Social Security Claiming Decisions.
- Published in:
- Journal of Wealth Management, 2012, v. 15, n. 1, p. 12, doi. 10.3905/jwm.2012.15.1.012
- By:
- Publication type:
- Article
How the Social Security Claiming Decision Affects Portfolio Longevity.
- Published in:
- Journal of Financial Planning, 2012, v. 25, n. 4, p. 53
- By:
- Publication type:
- Article
Predicting Bond Fund Returns.
- Published in:
- Journal of Investing, 2011, v. 20, n. 4, p. 105, doi. 10.3905/joi.2011.20.4.105
- By:
- Publication type:
- Article
Can Annuities Offer Competitive Returns?
- Published in:
- Journal of Financial Planning, 2011, v. 24, n. 8, p. 36
- By:
- Publication type:
- Article
Perspectives from the Literature of Private Wealth Management.
- Published in:
- Journal of Wealth Management, 2011, v. 14, n. 1, p. 8, doi. 10.3905/jwm.2011.14.1.008
- By:
- Publication type:
- Article
Social Security: When to Start Benefits and How to Minimize Longevity Risk.
- Published in:
- Journal of Financial Planning, 2010, v. 23, n. 3, p. 49
- By:
- Publication type:
- Article
Financial analysis of equity-indexed annuities.
- Published in:
- Financial Services Review, 2009, v. 18, n. 4, p. 292
- By:
- Publication type:
- Article
Long-Horizon Stock Predictability: Evidence and Applications.
- Published in:
- Journal of Investing, 2009, v. 18, n. 3, p. 12, doi. 10.3905/JOI.2009.18.3.012
- By:
- Publication type:
- Article
Returns-Based Style Analysis of Convertible Bond Funds.
- Published in:
- Journal of Fixed Income, 2009, v. 18, n. 3, p. 52
- By:
- Publication type:
- Article
One Concept and Some of Its Applications.
- Published in:
- Journal of Wealth Management, 2008, v. 11, n. 3, p. 82, doi. 10.3905/JWM.2008.11.3.082
- By:
- Publication type:
- Article
Valuation of assets in taxable accounts and annuities.
- Published in:
- Financial Services Review, 2008, v. 17, n. 3, p. 203
- By:
- Publication type:
- Article
How to Calculate an After-Tax Asset Allocation.
- Published in:
- Journal of Financial Planning, 2008, v. 21, n. 8, p. 62
- By:
- Publication type:
- Article
The Extended Portfolio in Private Wealth Management.
- Published in:
- Journal of Wealth Management, 2008, v. 11, n. 1, p. 36, doi. 10.3905/jwm.2008.706271
- By:
- Publication type:
- Article
Returns-Based Style Analysis of High-Yield Bonds.
- Published in:
- Journal of Fixed Income, 2008, v. 17, n. 4, p. 72, doi. 10.3905/jfi.2008.705543
- By:
- Publication type:
- Article
Note on "Applying After-Tax Asset Allocation.".
- Published in:
- Journal of Wealth Management, 2007, v. 10, n. 2, p. 94, doi. 10.3905/jwm.2007.690952
- By:
- Publication type:
- Article
Calculating After-Tax Asset Allocation Is Key to Determining Risk, Returns, and Asset Location.
- Published in:
- Journal of Financial Planning, 2007, v. 20, n. 7, p. 44
- By:
- Publication type:
- Article
Implications of principal, risk, and returns sharing across savings vehicles.
- Published in:
- Financial Services Review, 2007, v. 16, n. 1, p. 1
- By:
- Publication type:
- Article
Rationality of Naive Forecasts of Long-Term Rates.
- Published in:
- Journal of Portfolio Management, 2006, v. 32, n. 2, p. 116, doi. 10.3905/jpm.2006.611812
- By:
- Publication type:
- Article
Tax-Aware Investing: Implications for Asset Allocation, Asset Location, and Stock Management Style.
- Published in:
- Journal of Wealth Management, 2004, v. 7, n. 3, p. 7, doi. 10.3905/jwm.2004.450761
- By:
- Publication type:
- Article
Predictability of Fixed-Income Fund Returns.
- Published in:
- Journal of Financial Planning, 2004, v. 17, n. 11, p. 62
- By:
- Publication type:
- Article
REFLECTIONS FROM THE VETERANS.
- Published in:
- 2004
- By:
- Publication type:
- Interview
Morningstar's New Star-Rating System: Advances and Innovations.
- Published in:
- Journal of Financial Planning, 2004, v. 17, n. 3, p. 40
- By:
- Publication type:
- Article
Valuing Defined-Benefit Plans.
- Published in:
- Financial Services Review, 2003, v. 12, n. 3, p. 179
- By:
- Publication type:
- Article
Predicting Municipal Bond Fund Returns.
- Published in:
- Journal of Investing, 2002, v. 11, n. 3, p. 53, doi. 10.3905/joi.2002.319513
- By:
- Publication type:
- Article
What Do Past Stock Market Returns Tell Us About the Future?
- Published in:
- Journal of Financial Planning, 2002, v. 15, n. 7, p. 72
- By:
- Publication type:
- Article