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    APViewpoint 2015 – Presentation Handout Materials & Supporting Information

    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:

    Generating Tax Alpha With Effective Asset Location - APViewpoint - Jul 8 2015 - Handouts

    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

     

    Michael Kitces Nerd IconNerd's Eye View

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