January/February 2015—Tax-Aware Investing

Year Published: 
2015

Issue:

Feature Articles—January/February 2015
A New Approach to Tax-Advantaged Investing: The Benefits of Investment-Only Variable Annuities, Mitchell H. Caplan
Fire, Ready, Aim: An After-Tax Target Few Have in Their Sights, Stephen M. Horan, PhD, CFA®, CIPM, and Jonathan Boersma, CFA®
Goals-Based Wealth Management, Jack Sharry
Hedge Fund Investing and Taxes: Why 'Liquid Alts' Deserve a Look, Robert N. Gordon
Managing Inherited Retirement Plans: Protecting and Passing Wealth to the Next Generation, Helen Modly, CFP®, CPWA®
Master Limited Partnerships: Valuation, Asset Allocation, and the Impact of Taxes, David R. Kotok and Carla Plush Smith, CPA/PFS, CFP®
Net Investment Income Tax: Year-One Retrospective, Mark Nash, CPA/PFS, CFP®, and William Fleming, JD, CFP®, AEP®
SEC’s Latest Guidance on Testimonials and Social Media, Les Abromovitz, JD
Step Off the Bond Ladder to Maximize After-Tax Returns, Terry Hults
Tax-Aware Investing: An Interview with Douglas S. Rogers, CFA®
Tax-Efficient Investing: Tactics and Strategies, Paul Bouchey, CFA®, Rey Santodomingo, CFA®, and Jennifer Sireklove, CFA®
The Trinity of Asset Location: Taxes, Returns, and Time Horizon, Brian K. Laible, CPA, CFP®, CIMA®
Understanding and Planning for the Alternative Minimum Tax, Michael E. Kitces, MSFS, MTAX, CFP®, CLU, ChFC, RHU, REBC, CASL
 
Inside IMCA
Editor’s Note
Great Minds Gather at IMCA: A Preview of IMCA’s 2015 Annual Conference   
IMCA Announces Academic Paper Competition Winner
Recent CIMA® and CPWA® Certificants