[alert_box style="message" close="no"]Here is a link to the pdf: Dividends Are Different.[/alert_box] OVERVIEW There has been abundant discussion regarding the utility of dividends. Many investment models rely on factors or other strategies in their attempt to increase returns or reduce volatility. These approaches generally focus on total returns and brush dividends under the rug. Some…
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Net Unrealized Appreciation (NUA)
[caption id="attachment_7673" align="aligncenter" width="395"] NET UNREALIZED APPRECIATION (NUA)[/caption] [alert_box style="message" close="no"]Disclaimer: Net unrealized appreciation (NUA) decisions involve both investment and tax considerations. However, the following is not tax advice. I suggest seeking advice from a qualified tax professional before making any decisions related to NUA, taxes, or tax planning.[/alert_box] Net unrealized appreciation (NUA) refers to…
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Illustrating the Value of Retirement Accounts
This article attempts to clear up some of the confusion around the assumptions, logic, and results discussed in my previous article on retirement accounts.
Quantifying the Value of Retirement Accounts
This article quantifies the immense value in not having to pay taxes on investment income and rebalancing (i.e., dividends, interest, and capital gains) within retirement accounts.
