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The effect of the timing and direction of capital gain tax changes on investment in risky assets

Falsetta, Diana; Rupert, Timothy J.; Wright, Arnold - In: The accounting review : a publication of the American … 88 (2013) 2, pp. 499-520

Persistent link: https://www.econbiz.de/10009732834

Multi-period portfolio rebalancing with personal tax

Xu, Ganlin - In: Journal of investment management : JOIM 15 (2017) 3, pp. 41-52

Persistent link: https://www.econbiz.de/10011914836

Seeking tax alpha in retirement income

DiLellio, James A.; Simon, Andreas - In: Financial services review : the journal of individual … 30 (2022) 4, pp. 223-249

Persistent link: https://www.econbiz.de/10014501222

Personalized multiple account portfolio optimization

Idzorek, Thomas M. - In: Financial analysts journal : FAJ 79 (2023) 3, pp. 155-170

Persistent link: https://www.econbiz.de/10014321644

Trade-offs between asset location and proximity to home : evidence from reit property sell-offs

Wang, Chongyu; Zhou, Tingyu - In: The journal of real estate finance and economics 63 (2021) 1, pp. 82-121

Persistent link: https://www.econbiz.de/10012544460

Tax uncertainty and retirement savings diversification

Brown, David C.; Cederburg, Scott; O'Doherty, Michael - In: Journal of financial economics 126 (2017) 3, pp. 689-712

Persistent link: https://www.econbiz.de/10011818249

Tax-cognizant portfolio analysis : a methodology for maximizing after-tax wealth

Blay, Kenneth A.; Markowitz, Harry - In: Journal of investment management : JOIM 14 (2016) 1, pp. 26-64

Persistent link: https://www.econbiz.de/10011691127

Taxable and rax-deferred investing with the limited use of losses

Fischer, Marcel; Gallmeyer, Michael F. - In: Review of finance : journal of the European Finance … 21 (2017) 5, pp. 1847-1873

Persistent link: https://www.econbiz.de/10011804661

Personal taxation and individual stock ownership

Rünger, Silke - In: The European journal of finance 27 (2021) 6, pp. 596-611

Persistent link: https://www.econbiz.de/10012484404

Betting on Homes

Fischer, Marcel; Füss, Roland; Ruf, Daniel; Stehle, Simon - 2022

In this paper, we analyze the differences in annualized capital gains across heterogeneous investor groups in the US housing market, namely owner-occupiers, private investors, as well as short- and long-term institutional investors. Our empirical results link the performance differences to...

Persistent link: https://www.econbiz.de/10013491804