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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
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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
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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
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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
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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
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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
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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
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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
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Improving long-term portfolio risk and return by using appreciated stocks for charitable donations
Whitworth, Jeff - In: Financial services review : the journal of individual … 27 (2018) 3, pp. 257-277
Persistent link: https://www.econbiz.de/10012026577
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Historical interest rate sensitivity of emerging market sovereign debt : evidence of regime dependent behavior
Gubareva, Mariya - In: Annals of economics and finance 19 (2018) 2, pp. 405-442
Persistent link: https://www.econbiz.de/10012111013