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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

 

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