Thanks so much for coming to my presentation for the APViewpoint 2015 Webinar!
Presentation Materials
Click the links/images below to download a copy of the presentation materials:
Further Reading/Materials:
Asset Location: The New Wealth Management Value-Add For Optimal Portfolio Design?
The Emerging Next Generation of Variable Annuities – An Asset Location Tool?
Asset Location For Stocks In A Brokerage Account Versus IRA Depends On Time Horizon
The Kitces Report – January-February 2014 – Exploring The Benefits Of Asset Location
The Kitces Report – March-April 2014 – Advanced Asset Location Strategies
