Citations (20)
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Read on this site (5)
Lisa R. Goldberg, Pete Hand & Taotao Cai. (2019) Tax-Managed Factor Strategies. Financial Analysts Journal 75:2, pages 79-90.
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Kirsten A. Cook, William Meyer & William Reichenstein. (2015) Tax-Efficient Withdrawal Strategies. Financial Analysts Journal 71:2, pages 16-29.
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William Reichenstein, Stephen M. Horan & William W. Jennings. (2015) Two Key Concepts for Wealth Management and Beyond. Financial Analysts Journal 71:1, pages 70-77.
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David L. Stowe, Andy Fodor & John D. Stowe. (2013) The Value and Use of the IRA Recharacterization Option. Financial Analysts Journal 69:5, pages 61-75.
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William Reichenstein, Stephen M. Horan & William W. Jennings. (2012) Two Key Concepts for Wealth Management and Beyond (corrected March 2012). Financial Analysts Journal 68:1, pages 14-22.
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Articles from other publishers (15)
Jarrod W. Wilcox & Frank J. Fabozzi. 2013. Financial Advice and Investment Decisions. Financial Advice and Investment Decisions
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Phillip A. Turvey, Anup K. Basu & Peter Verhoeven. (2013) Embedded Tax Liabilities and Portfolio Choice. The Journal of Portfolio Management 39:3, pages 93-101.
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Yothin Jinjarak & Jie Zhou. (2011) New Evidence on Asset Location from the Survey of Consumer Finances. Public Finance Review 39:4, pages 594-615.
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William W. Jennings, Stephen M. Horan, William Reichenstein & Jean L.P. Brunel. (2011) Perspectives from the Literature of Private Wealth Management. The Journal of Wealth Management 14:1, pages 8-40.
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Andrei Shynkevich. (2010) Historical Performance of Asset Location Strategies and Its Implications for Investors’ Retirement Portfolios. The Journal of Wealth Management 13:2, pages 23-33.
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Stephen M Horan & David Adler. (2009) Tax-Aware Investment Management Practice. The Journal of Wealth Management 12:2, pages 71-88.
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William R Reichenstein. (2008) One Concept and Some of Its Applications. The Journal of Wealth Management 11:3, pages 82-91.
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Stephen M. Horan & Ashraf Al Zaman. (2008)
Tax-Adjusted Portfolio Optimization and Asset Location:
Extensions and Synthesis
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William W. Jennings & William R Reichenstein. (2008) The Extended Portfolio in Private Wealth Management. The Journal of Wealth Management 11:1, pages 36-45.
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Don M. Chance. (2007) Taxation Without Replication. The Journal of Portfolio Management 34:1, pages 73-83.
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William R Reichenstein. (2007) Note on “Applying After-Tax Asset Allocation”. The Journal of Wealth Management 10:2, pages 94-97.
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Stephen M. Horan. (2007) Applying After-Tax Asset Allocation. The Journal of Wealth Management 10:2, pages 84-93.
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Don M. Chance. (2006) Taxation without Replication. SSRN Electronic Journal.
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Stephen M. Horan & Ashraf Al Zaman. (2012) Risk-Sharing Implications for Roth IRA Conversions: Fact and Fiction. SSRN Electronic Journal.
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David L. Stowe, Andy Fodor & John D. Stowe. (2011) The Valuation and Strategic Use of the Recharacterization Option for Traditional to Roth IRA Conversions. SSRN Electronic Journal.
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