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
