Concentration Tax Planning Treasury Valuation 
Barry Ritholtz
AUGUST 15, 2023
It’s part of their own tax planning. So you go back a couple of years and you could say, “Well, what return is available buying a treasury?” ” And it turned out, if you looked at the market at that time, it was, I’ll call it 1%, five-year treasury or 10-year treasury. RITHOLTZ: Right.
CFO News Room
NOVEMBER 8, 2022
And the four pillars are the financial plan, risk management, so just checking all their what-if scenarios that something…a husband dies, wife dies, long-term care, disability. And then we look at estate planning. And then in the fall, we look at tax planning. Is it at 1.5%?” Cean: Correct.
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