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Tax-Efficient Draw Downs in Retirement
Date
January 18, 2016
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
• 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
Stephen M. Horan, Ph.D., CFA, CIPM, CAIA
Executive Director, Financial Planning Review
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