Two academic papers on retirement planning will be presented. The paper will address: (1) Techniques associated with a disallowed IRA Rollover; (2) tax strategies on long-term investment taxable accounts.
Papers Presented: Beating Bobrow: Rescuing a Disallowed IRA Rollover; Author: Mike Harris
Should Investors Defer Long-Term Gains in Taxable Stock Portfolios?; Author: Jeff Whitworth
