Below is a list of prior topics of The Kitces Report.
2017
Volume 3 2017 - Navigating The Decisions Of Medicare Enrollment
Volume 2 2017 - Maximizing The Stretch IRA And Required Minimum Distribution Rules After Death
Volume 1 2017 - A Comprehensive Guide To Lifetime Required Minimum Distributions
2016
Volume 3 2016 - A Checklist For Reviewing An Individual Income Tax Return
Volume 2 2016 - Strategies to Maximize the Value of a Tax-Free Roth
Volume 1 2016 - The New World of Social Security Planning
2015
Volume 3 2015 - Evaluating Financial Planning Strategies And Quantifying Their Economic Impact
Volume 2 2015 - An In-Depth Look At Rebalancing Strategies
January/February 2015 - Planning Issues & Strategies For Using A Trust As Beneficiary Of An IRA
2014
November/December 2014 - Qualifying a Trust as the Designated Beneficiary of a Stretch IRA
September/October 2014 - Evaluating the Longevity Annuity Against Alternatives - Opportunities, Risks and Challenges
July/August 2014 - Understanding the Longevity Annuity And Its Potential Role In Retirement Income
May/June 2014 - Life And Death Tax Planning For Deferred Annuities
March/April 2014 - Advanced Asset Location Strategies
January/February 2014 - Exploring The Benefits Of Asset Location
2013
November/December 2013 - Risk Parity Portfolios: Investment Fad Or The Future Of Portfolio Construction?
September/October 2013 - Navigating The New Health Insurance Mandates & Decisions
July/August 2013 - New World Of Health Insurance Exchanges & Premium Assistance Tax Credits
May/June 2013 - Planning For Same-Sex Couples After The Supreme Court DOMA Decision
March/April 2013 - The New World Of Estate Planning In 2013 And Beyond
January/February 2013 - Permanent Portability And Bypassing Bypass Trusts
2012
November/December 2012 - The Financial Planning Implications Of The American Taxpayer Relief Act of 2012
September/October 2012 - The Rising Popularity Of Hybrid Long-Term Care Policies
July/August 2012 - The Changing Marketplace For Long-Term Care Insurance
May/June 2012 - Income Tax Planning for Rising Tax Rate Environments
April 2012 - Is The Bypass Trust Still Relevant?
March 2012 - 20 Years of Safe Withdrawal Rate Research
February 2012 - The Next Generation of Monte Carlo Analysis
January 2012 - The Benefits and Caveats of Monte Carlo Analysis
2011
December 2011 - Understanding the New Cost Basis Reporting Rules
November 2011 - Evaluating Reverse Mortgage Strategies
October 2011 - A Fresh Look At The Reverse Mortgage
September 2011 - The Complex Rules of Social Security for Couples
August 2011 - Planning Implications of Social Security Reform
July 2011 - Getting A Handle On The Debt Ceiling
June 2011 - Planning Implications of the Alternative Minimum Tax
May 2011 - Understanding the Alternative Minimum Tax
April 2011 - Estate Planning and Exemption Portability for the "Moderately" Affluent in 2011 And Beyond
March 2011 - The Policy Review: Ensuring Clients Don't Outlive Their Life Insurance (Part 2)
February 2011 - The Policy Review: Ensuring Clients Don't Outlive Their Life Insurance (Part 1)
January 2011 - The Great Inflation/Deflation Debate
2010
December 2010 - The Tax Relief Act of 2010
November 2010 - Understanding the Economics of the Current Situation
October 2010 - Income Tax Planning for the End of EGTRRA (Part 2)
September 2010 - Income Tax Planning for the End of EGTRRA (Part 1)
August 2010 - What We Can Learn from Life Cycle Finance
July 2010 - 10 Questions about Roth Conversions in 2010 (Part 2)
June 2010 - 10 Questions about Roth Conversions in 2010 (Part 1)
May 2010 - Is Stock Investing Really Less Risky In The Long Run?
April 2010 - Planning for the new Medicare Contribution Tax on Unearned Income
March 2010 - Estate Planning in a World of Uncertainty
February 2010 - Investment Costs, Taxes, and the Safe Withdrawal Rate
January 2010 - Exploring the Inputs of Modern Portfolio Theory
2009
December 2009 - Revisiting Modern Portfolio Theory
November 2009 - The New(est) First-Time Homebuyer Tax Credit, and Other Topics on Social Security
October 2009 - Understanding Marginal and Effective Tax Rates
September 2009 - Evaluating the Benefit of Delaying Social Security Benefits for Individuals
August 2009 - Changes Coming in 2010 to Hybrid Long-Term Care Insurance
July 2009 - Black Swans, Fat Fails, and 2008 Market Volatility
June 2009 - Evaluating Popular Roth Conversion Strategies
May 2009 - To Roth or Not to Roth
April 2009 - Dynamic Asset Allocation and Safe Withdrawal Rates
March 2009 - Planning Implications of the American Recovery and Reinvestment Tax Act of 2009
February 2009 - Market Valuation and Portfolio Risk Management
January 2009 - The Deductibility of Financial Planning Fees
2008
December 2008 - The Value (or lack thereof) of Tax Loss Harvesting
November 2008 - Tax Planning under the Emergency Economic Stabilization Act of 2008
October 2008 - Understanding the Credit Crisis
September 2008 - Rethinking Risk Tolerance
August 2008 - Financial Planning Implications of the 2008 Housing Act
July 2008 - Optimal Asset Allocations and using Resampled Mean-Variance Optimization
June 2008 - Advanced Concepts in Long-Term Care Insurance
May 2008 - The Impact of Market Valuation on Safe Withdrawal Rates
April 2008 - Non-Spouse Beneficiaries of Employer Retirement Plans
March 2008 - Tax Planning Developments Effective in 2008
