Link to book by Reichenstein and William W. Jennings, Integrating Investments and the Tax Code, John Wiley & Sons, Jan 2003.
If you have trouble downloading/opening files on this page, e-mail me at Bill_Reichenstein@baylor.edu. I will reply and attach the requested files.
William Reichenstein. "Critique of Huggard's Investing with Variable Annuities: Fifty Reasons why Variable Annuities are Better Long-term Investments than Mutual Funds."
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William Reichenstein. "Claim that Variable Annuities Usually Beat Mutual Funds Proves Lame: Critique of Huggard's Analysis in March 1999 Issue of Financial Planning."
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William Reichenstein. "An Analysis of Non-Qualified Tax-Deferred Annuities," Journal of Investing, Vol. 9, No.2 (Summer 2000), pp. 73-85.
Appendix 1 Calculation of Constant After-tax Retirement Income from Bonds or Stocks Held in an Annuity
Appendix 2 Calculation of Constant After-tax Retirement Income from a Bond Fund or an Average-cost Stock Fund Held in a Taxable Account
Appendix 3 Retirement Income from a $40,000 Stock Index Fund Held in a Taxable Account for a 5-year Investment Horizon before Retirement
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William Reichenstein. "Who Should Buy a Non-Qualified Tax-Deferred Annuity?" Financial Services Review, Vol. 11, No. 1 (Spring 2002), pp. 11-31.