Thanks so much for attending my presentations for 2019 Fi360 Conference!
Further Reading Materials:
- Individual Tax Planning Under The Tax Cuts And Jobs Act Of 2017
- Understanding The New Pass-Through Business Deduction For Qualified Business Income
- How The Proposed Pass-Through Rules Distort Income And Valuations Of Large Service Businesses
- Acquisition And Home Equity Mortgage Interest Tax Deductibility After TCJA
- Timing Tax Savings With Deduction Lumping And Charitable Clumping
- Understanding the Mechanics of the 0% Long-Term Capital Gains Tax Rate: How to Harvest Capital Gains for a Free Step-Up in Basis!
- Marginal Tax Rate Chart for 2018
- What Returns Are Safe Withdrawal Rates REALLY Based Upon?
- The Impact Of Taxes On The Safe Withdrawal Rate
- The Impact of Fees And Investment Costs on Safe Withdrawal Rates
- Adjusting Safe Withdrawal Rates To The Retiree’s Time Horizon
- Valuation-Based Tactical Asset Allocation In Retirement And The Impact Of Market Valuation On Declining And Rising Equity Glidepaths
- March 2012 Newsletter - 20 Years of Safe Withdrawal Rate Research
- Is A Reverse Mortgage Better Than Keeping A Traditional Amortizing Mortgage In Retirement?