Individual past live webinars and rebroadcasts can be purchased to view on-demand or save on CE by purchasing a 90-day or annual subscription.

Loading Events

« All Events

  • This event has passed.

Tax-Efficient Draw Downs in Retirement – Stephen Horan

February 7, 2017 @ 2:00 PM - 3:00 PM EST

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.

This online recorded webinar learning course is brought to you from a recent live webinar and is worth 1 hr CFP®, CRC®, and other Continuing Education Credit when you pass the online quiz.
The course is $29 for non-members or free for members. Membership includes this course and 50+ live, rebroadcast, and recorded courses – 90 Days for $99 or 365 Days for $199. Become a Member and save on CE.


February 7, 2017
2:00 PM - 3:00 PM EST
Event Category:
Event Tags: