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Applying After-Tax Asset Allocation
15 references·0 citing·36 second hop
Applying After-Tax Asset Allocation (2007)Applying After-Tax Asset AllocationInvestment Management for Taxable Private Investors (2008)Investment Management for Tax…After-Tax Asset Allocation (2006)After-Tax Asset AllocationValuing Assets in Retirement Saving Accounts (2004)Valuing Assets in Retirement …Valuing Assets in Retirement Saving Accounts (2004)Valuing Assets in Retirement …Optimal Asset Location and Allocation with Taxable and Tax‐Deferred Investing (2004)Optimal Asset Location and Al…On the Valuation of Tax-Advantaged Retirement Accounts (2003)On the Valuation of Tax-Advan…Choosing between Tax-Advantaged Savings Accounts: A Reconciliation of Standardized Pretax and After-Tax Frameworks (2003)Choosing between Tax-Advantag…Asset location in tax-deferred and conventional savings accounts (2002)Asset location in tax-deferre…Asset Allocation and Asset Location Decisions Revisited (2001)Asset Allocation and Asset Lo…A reexamination of tax-deductible IRAs, Roth IRAs, and 401(k) investments (2001)A reexamination of tax-deduct…Calculating a family’s asset mix (1998)Calculating a family’s asset …An Analysis of the Tradeoff Between Tax Deferred Earnings in IRAs and Preferential Capital Gains (1997)An Analysis of the Tradeoff B…An Analysis of Nondeductible IRA Contributions and Roth IRA Conversions (1997)An Analysis of Nondeductible …Common risk factors in the returns on stocks and bonds (1993)Common risk factors in the re…The financial analysts journal (1960)The financial analysts journalPerspectives from the Literature of Private Wealth Management (2011)Journal of Financial Planning (2012)Tax-Efficient Withdrawal Strategies (2015)The Cost of Capital, Corporation Finance and the Theory of Investment (1958)Determinants of Portfolio Performance (1986)Family Finance in the U.S.: Recent Evidence from the Survey of Consumer Finances (1997)CAPITAL ASSET PRICES: A THEORY OF MARKET EQUILIBRIUM UNDER CONDITIONS OF RISK* (1964)Risk, Return, and Equilibrium: Empirical Tests (1973)The Cross-Section of Expected Stock Returns (1992)Illiquidity and stock returns: cross-section and time-series effects (2002)A five-factor asset pricing model (2014)Taxes and Business Strategy: A Planning Approach (1991)Withdrawal Location with Progressive Tax Rates (2006)Is Your Alpha Big Enough To Cover Its Taxes? (1993)How Sub-Optimal—If at All—Is Goal-Based Asset Allocation? (2006)Goal-Based Wealth Management in Practice (2011)The Tax Consequences of Long-Run Pension Policy (1980)On Persistence in Mutual Fund Performance (1997)How Do Household Portfolio Shares Vary with Age (2000)The Equity Premium (2002)Mutual Fund Tax Clienteles (2012)How Retirement Saving Programs Increase Saving (1996)The Illusory Effects of Saving Incentives on Saving (1996)Handbook of Public Economics (2002)The Choice Between Income and Consumption Taxes: A Primer (2006)The Transformation of the American Pension System: Was It Beneficial for Workers? (2011)The Effects of Pensions on Household Wealth: A Reevaluation of Theory and Evidence (1998)Portfolio Risk and Self‐Directed Retirement Saving Programmes (2004)Income Inequality in the United States (2019)Another Puzzle: The Growth in Actively Managed Mutual Funds (1996)Optimal Life‐Cycle Asset Allocation: Understanding the Empirical Evidence (2005)Household Finance (2006)Household Finance (2021)Modelling the persistence of conditional variances (1986)First Impressions Matter: A Model of Confirmatory Bias (1999)Institutional Investors and Equity Prices (2001)
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References

  • 1993Common risk factors in the returns on stocks and bonds26,615 cited
  • 1960The financial analysts journal1,043 cited
  • 2004Optimal Asset Location and Allocation with Taxable and Tax‐Deferred Investing287 cited
  • 2002Asset location in tax-deferred and conventional savings accounts110 cited
  • 1998Calculating a family’s asset mix53 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
  • 2004Valuing Assets in Retirement Saving Accounts38 cited
  • 2006After-Tax Asset Allocation33 cited
  • 2004Valuing Assets in Retirement Saving Accounts27 cited
  • 2003On the Valuation of Tax-Advantaged Retirement Accounts26 cited
  • 2008Investment Management for Taxable Private Investors23 cited
  • 1997An Analysis of Nondeductible IRA Contributions and Roth IRA Conversions22 cited
  • 2001A reexamination of tax-deductible IRAs, Roth IRAs, and 401(k) investments19 cited
  • 2003Choosing between Tax-Advantaged Savings Accounts: A Reconciliation of Standardized Pretax and After-Tax Frameworks15 cited

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