Our Resources
Buckingham clients enjoy access to a wealth of our continuously updated insights and educational resources. As a trusted, go-to voice in the industry, we also publish some of our findings and perspectives for everyone’s benefit. From articles to podcasts to videos, see our latest below.
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Retirement
May 18, 2023
Pre-Tax or Roth? Your 401(k) Options Explained
Although the choice boils down to when you will pay taxes, here are several scenarios to keep in mind when deciding between pre-tax and Roth contributions in your 401(k).
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Tax Strategies
July 16, 2021
Buckingham Talks: How Higher Taxes May Impact Your Financial Future copy
Independent of one’s political leanings, it’s becoming increasingly likely that U.S. taxpayers are heading into an environment of higher tax rates and more progressive tax policy.
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Tax Strategies
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Investing
January 14, 2019
Long/Short Portfolios Can Improve Tax Efficiency
Larry Swedroe unpacks research showing that relaxing quantitative tax-aware strategies' long-only constraint can drastically increase tax benefits.
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Investing
September 18, 2018
A High-Level View of the Asset Location Decision
Asset allocation and asset location are both important decisions when building an investment portfolio. Kevin Grogan, director of investment strategy, focuses on the asset location decision and how it can affect your after-tax returns.
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Tax Strategies
April 18, 2018
Shorting's Impact on Tax-Efficiency
Larry Swedroe unpacks the research and explores the benefits of tax-aware, long/short funds.
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