Thanks so much for attending my presentations for the May 2019 NAPFA National Conference!
Further Reading Materials:
- Individual Tax Planning Under The Tax Cuts And Jobs Act Of 2017
- Understanding The New Pass-Through Business Deduction For Qualified Business Income
- How The Proposed Pass-Through Rules Distort Income And Valuations Of Large Service Businesses
- Acquisition And Home Equity Mortgage Interest Tax Deductibility After TCJA
- Timing Tax Savings With Deduction Lumping And Charitable Clumping
- Understanding the Mechanics of the 0% Long-Term Capital Gains Tax Rate: How to Harvest Capital Gains for a Free Step-Up in Basis!
- Marginal Tax Rate Chart for 2019
- Understanding Sequence Of Return Risk – Safe Withdrawal Rates, Bear Market Crashes, And Bad Decades
- What Returns Are Safe Withdrawal Rates REALLY Based Upon?
- Crafting A Withdrawal Policy Statement For Retirement Income Distributions
- Estimating Changes In Retirement Expenditures And The Retirement Spending Smile
- Should Equity Exposure Decrease In Retirement, Or Is A Rising Equity Glidepath Actually Better?
- Sample Withdrawal Policy Statement (WPS) from Jon Guyton