Tax treatment liquidating distribution foreign passive investment

02-Feb-2016 12:17

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We've included links for the vast majority of the entries.

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For those papers which aren't freely available online, we've tried to include brief summaries.

Many more finely defined sub-asset allocations are also common.

Also, see Modern Portfolio Theory, Rebalancing and Tax-Managed Investing.

This outstanding paper discusses the idea of spreading one's stock exposure more evenly across their lifetime, which should then reduce the riskiness surrounding the ending wealth.

Asset allocation refers to the division of one's investment portfolio across the various asset classes.At the highest level, this refers to a split between stocks and bonds.

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