Thanks so much for attending my presentations for the 2018 Personal Financial Planning Symposium for Western Kentucky University!
Further Reading Materials:
- Understanding the Mechanics of the 0% Long-Term Capital Gains Tax Rate: How to Harvest Capital Gains for a Free Step-Up in Basis!
- How The Proposed Pass-Through Rules Distort Income And Valuations Of Large Service Businesses
- Individual Tax Planning Under The Tax Cuts And Jobs Act Of 2017
- Timing Tax Savings With Deduction Lumping And Charitable Clumping
- How Portfolio Rebalancing Usually Reduces Long-Term Returns (But Is Good Risk Management Anyway)
- Managing Sequence Of Return Risk With Bucket Strategies Vs A Total Return Rebalancing Approach
- Is Passive Rebalancing A Form Of Active Management?
- Volume 2 2015 Newsletter - An In-Depth Look At Rebalancing Strategies