Prior Newsletters…
Below is a list of prior topics of The Kitces Report
March 2008 - Tax Planning Developments Effective in 2008
April 2008 - Non-Spouse Beneficiaries of Employer Retirement Plans
May 2008 - The Impact of Market Valuation on Safe Withdrawal Rates
June 2008 - Advanced Concepts in Long-Term Care Insurance
July 2008 - Optimal Asset Allocations and using Resampled Mean-Variance Optimization
August 2008 - Financial Planning Implications of the 2008 Housing Act
September 2008 - Rethinking Risk Tolerance
October 2008 - Understanding the Credit Crisis
November 2008 - Tax Planning under the Emergency Economic Stabilization Act of 2008
December 2008 - The Value (or lack thereof) of Tax Loss Harvesting
January 2009 - The Deductibility of Financial Planning Fees
February 2009 - Market Valuation and Portfolio Risk Management
March 2009 - Planning Implications of the American Recovery and Reinvestment Tax Act of 2009
April 2009 - Dynamic Asset Allocation and Safe Withdrawal Rates
May 2009 - To Roth or Not to Roth
June 2009 - Evaluating Popular Roth Conversion Strategies
July 2009 - Black Swans, Fat Fails, and 2008 Market Volatility
August 2009 - Changes Coming in 2010 to Hybrid Long-Term Care Insurance
September 2009 - Evaluating the Benefit of Delaying Social Security Benefits for Individuals
October 2009 - Understanding Marginal and Effective Tax Rates
November 2009 - The New(est) First-Time Homebuyer Tax Credit, and Other Topics on Social Security
December 2009 - Revisiting Modern Portfolio Theory
January 2010 - Exploring the Inputs of Modern Portfolio Theory
February 2010 - Investment Costs, Taxes, and the Safe Withdrawal Rate
March 2010 - Estate Planning in a World of Uncertainty
April 2010 - Planning for the new Medicare Contribution Tax on Unearned Income
May 2010 - Is Stock Investing Really Less Risky In The Long Run?
June 2010 - 10 Questions about Roth Conversions in 2010 (Part 1)
July 2010 - 10 Questions about Roth Conversions in 2010 (Part 2)
August 2010 - What We Can Learn from Life Cycle Finance
September 2010 - Income Tax Planning for the End of EGTRRA (Part 1)
October 2010 - Income Tax Planning for the End of EGTRRA (Part 2)
November 2010 - Understanding the Economics of the Current Situation
December 2010 - The Tax Relief Act of 2010
January 2011 - The Great Inflation/Deflation Debate
February 2011 - The Policy Review: Ensuring Clients Don't Outlive Their Life Insurance (Part 1)
March 2011 - The Policy Review: Ensuring Clients Don't Outlive Their Life Insurance (Part 2)
April 2011 - Estate Planning and Exemption Portability for the "Moderately" Affluent in 2011 And Beyond
May 2011 - Understanding the Alternative Minimum Tax
June 2011 - Planning Implications of the Alternative Minimum Tax
July 2011 - Getting A Handle On The Debt Ceiling
August 2011 - Planning Implications of Social Security Reform
September 2011 - The Complex Ruels of Social Security for Couples
October 2011 - A Fresh Look At The Reverse Mortgage