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)