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Implications of principal, risk, and returns sharing across savings vehicles

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References

2004Optimal Asset Location and Allocation with Taxable and Tax‐Deferred Investing287 cited
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2002Asset Allocation and Asset Location: Household Evidence from the Survey of Consumer Finances50 cited
1998Long Run Asset Allocation for Retirement Savings43 cited
1999The Location and Allocation of Assets in Pension and Conventional Savings Accounts41 cited
1997An Analysis of the Tradeoff Between Tax Deferred Earnings in IRAs and Preferential Capital Gains39 cited
2001Asset Allocation and Asset Location Decisions Revisited38 cited
2006Withdrawal Location with Progressive Tax Rates29 cited
2003On the Valuation of Tax-Advantaged Retirement Accounts26 cited

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2011Perspectives from the Literature of Private Wealth Management24 cited
2015Tax-Efficient Withdrawal Strategies17 cited

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