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Tax-Efficient Draw Downs in Retirement - Stephen Horan

1 hr CFP®, CRC®, ASPPA, CLU®, ChFC®, RICP®, CASL CE -

Conventional wisdom suggests retirees should sequence withdrawals from retirement accounts in a particular order to minimize taxes.


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Presenter:
Steven Horan - Tax-Efficient Draw Downs in Retirement Stephen Horan, PhD, CFA, CIPM, Managing Director, Credentialing, CFA Institute        

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About this course:

Conventional wisdom suggests retirees should sequence withdrawals from retirement accounts in a particular order to minimize taxes.

 

Stephen Horan, PhD, CFA, CIPM, Managing Director, Credentialing, CFA Institute 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.

 

In this session you will learn:

  1. How the government’s interest in different taxable structures affects an investor’s risk-return profile;

  2. What the economics of different retirement tax structures imply for pre-asset allocation and asset location;

  3. How to use the available tax structures to keep taxes low throughout the retirement drawdown phase that challenges conventional wisdom.

Your presenter for this course is:

Stephen Horan, PhD, CFA, CIPM, Managing Director, Credentialing, CFA Institute. Stephen is a practitioner, educator, and thought leader with 25 years of industry service in multiple capacities. His experience includes serving as an expert witness in support of securities litigation, a forensic economist in private practice preparing economic impact studies, a principal of a financial advisory firm, a financial analyst, and as a buy-side account manager and sell-side stockbroker.

 

Retirement Speakers Bureau

Moderator: Betty Meredith, CFA, CFP®, CRC®, Int'l Retirement Resource Center Managing Member and InFRE's Director of Education and Research

 

Please visit the Retirement Speakers Bureau to find out how you can request these presenters and other industry leaders to speak at your next meeting, conference, or other event.

 

View a brief YouTube clip of this and other courses:
Horan - Tax-Efficient Draw Downs in Retirement - Youtube Clip
Visit Retirement Insight & Trends for articles by leading industry experts:
Tax-Efficient Draw Downs in Retirement - Stephen Horan - Retirement InSight and Trends article

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Specifications: 60 minute elearning course
SKU: 03IRRCTaxEfficientElearn15

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