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    APViewpoint 2015 – Presentation Handout Materials & Supporting Information

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    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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    Finally...

    Continuing education that actually teaches you something.

     

    Practice management advice and tools relevant for your business.​

    Join 52,045 of your fellow financial

    advicers getting the latest Nerd's Eye View blog

    content as it's released.

     

    Sign up now and get a free sample issue of The Kitces Report on "Quantifying the Value of Financial Planning Advice" as well!​