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Advanced Personal Financial Planning Conference 2016


16 - Tax-Efficient Draw Downs in Retirement


Jan 18, 2016 3:00pm ‐ Jan 18, 2016 4:15pm

Description

Conventional wisdom suggests retirees should sequence withdrawals from retirement accounts in a particular order to minimize taxes. This session challenges that advice by leveraging the economics of the risk-return characteristics of various tax structures and provides insights into pre-retirement asset allocation, asset location and importantly retirement drawdown. Learn:
• How the government’s interest in different taxable structures affects an investor’s risk-return profile
• What the economics of different retirement tax structures imply for pre-retirement asset allocation and asset location
• How to use the available tax structures to keep taxes low throughout the retirement drawdown phase that challenges conventional wisdom

Speaker(s):

  • Stephen M. Horan, Ph.D., CFA, CIPM, Managing Director, Americas Region and Professional Learning, CFA Institute

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