106
Views
20
CrossRef citations to date
0
Altmetric
Perspectives

After-Tax Asset Allocation

, CFA
Pages 14-19 | Published online: 02 Jan 2019

References

  • Brunel, Jean. 2001. “Asset Location—The Critical Variable: A Case Study.” Journal of Wealth Management, vol. 4, no. 1 (Summer): 27–43.
  • Brunel, Jean. 2004. “The Tax Efficient Portfolio.” The Investment Think Tank Edited by Harold Evensky and Deena Katz.Princeton, NJ: Bloomberg Press.
  • Dammon, Robert M., Chester S. Spatt, and Harold H. Zhang. 2004. “Optimal Asset Location and Allocation with Taxable and Tax-Deferred Investing.” Journal of Finance, vol. 59, no. 3 (June): 999–1037.
  • Jennings, William, and William Reichenstein. 2004. “A Holistic Approach to Asset Allocation.” The Investment Think Tank Edited by Harold Evensky and Deena Katz.Princeton, NJ: Bloomberg Press.
  • Markowitz, Harry M.. 1991. “Individual versus Institutional Investing.” Financial Services Review, vol. 1, no. 1: 1–8.
  • Reichenstein, William. 1998. “Calculating a Family’s Asset Mix.” Financial Services Review, vol. 7, no. 3: 195–206.
  • Reichenstein, William. 2000. “Calculating the Asset Allocation.” Journal of Wealth Management, vol. 3, no. 2 (Fall): 20–25.
  • Reichenstein, William. 2001. “Asset Allocation and Asset Location Decisions Revisited.” Journal of Wealth Management, vol. 4, no. 1 (Summer): 16–26.
  • Reichenstein, William. 2001. “Rethinking the Family’s Asset Allocation.” Journal of Financial Planning, vol. 14, no. 5 (May): 102–109.
  • Reichenstein, William, and William W. Jennings. 2003. Integrating Investments and the Tax Code. New York: John Wiley & Sons.
  • Shoven, John B.. 1999. “The Location and Allocation of Assets in Pensions and Conventional Savings Accounts.” Working Paper 7007, National Bureau of Economic Research (March).
  • Shoven, John B., and Clemens Sialm. 1998. “Long Run Asset Allocation for Retirement Savings.” Journal of Wealth Management, vol. 1, no. 2 (Summer): 13–26.

Reprints and Corporate Permissions

Please note: Selecting permissions does not provide access to the full text of the article, please see our help page How do I view content?

To request a reprint or corporate permissions for this article, please click on the relevant link below:

Academic Permissions

Please note: Selecting permissions does not provide access to the full text of the article, please see our help page How do I view content?

Obtain permissions instantly via Rightslink by clicking on the button below:

If you are unable to obtain permissions via Rightslink, please complete and submit this Permissions form. For more information, please visit our Permissions help page.