Non-Separable Digital Objects as an Alternative Investment

B Faye, E Le Fur - The Journal of Alternative Investments, 2023 - pm-research.com
This article investigates digital objects in video games as an alternative investment from
2015 to 2020. The authors use the Steam Community Market of the Counter-Strike Global …

Toward a Literature of Wealth Management

WW Jennings - The Journal of Wealth Management, 2023 - pm-research.com
I characterize the wealth management literature that The Journal of Wealth Management
helped define over the last quarter century and then assess its impact. Eight key areas of …

Why Multi-Phase Withdrawal Strategies Beat Proportional Withdrawal Strategies

W Reichenstein, W Meyer - The Journal of Wealth Management, 2023 - pm-research.com
Fidelity and Schwab recommend proportional withdrawal strategies in retirement.
Proportional withdrawal strategies ignore the rising and falling pattern of marginal tax rates …

Quantifying the Long-Term Impact of Asset Under Management Fees on Retiree Income and Inheritances

J Mahaney - The Journal of Retirement, 2023 - pm-research.com
The shift from defined benefit plans to defined contribution plans in the private sector has
shifted the cost of generating income in retirement from plan sponsors to individuals. As they …

Filing Form SSA-44 Can Reduce Lifetime IRMAAs and Income Taxes

CFA William Reichenstein PhD - Journal of Financial Planning, 2023 - search.proquest.com
Reichenstein discusses the potential benefits of filing Form SSA-44, entitled Medicare
Income-Related Monthly Adjustment Amount Life-Changing Event, in order to reduce …

The Senior Debt Evolution: A Comparative Analysis of the Cash Flow CLO and the Synthetic Total Return Structure

MD Galainena, PM Hardiman… - Journal of Structured …, 2005 - search.proquest.com
This article compares the fundamental legal parameters, including related tax issues, of two
such structured vehicles that utilize senior debt as collateral: the cash flow collateralized …