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Articles

Occasional technical articles on financial planning topics published in the trade press.

4/26/2021 – “Quantifying the Tax Benefit of Retirement Accounts for Better Client Decisions (Part 2)” – Advisor Perspectives

4/19/2021 – “Quantifying the Tax Benefit of Retirement Accounts for Better Client Decisions (Part 1)” – Advisor Perspectives

2/8/2021 – “A Mortgage Is Not a Negative Bond” – Advisor Perspectives

10/12/2020 – “Repositioning SPIAs in Retirement” – Advisor Perspectives

7/2/2020 – “Tax Gain Harvesting on Fixed Income Positions” – Advisor Perspectives

4/10/2019 – “Untangling Buybacks Vs. Dividends” – Seeking Alpha

6/5/2016 – “The Nobel Laureates’ Guide To Retirement Planning” – Seeking Alpha

5/16/2016 – “TIPS Funds: Where Do They Fit In?”– Seeking Alpha

5/9/2016 – “TIPS: Guaranteed Inflation Protection Redux”– Seeking Alpha

5/4/2016 – “I-Bonds: Forgotten Stepchildren Of Guaranteed Inflation Protection” – Seeking Alpha

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