Stephen Horan, PhD, CFA, CIPM, is the Managing Director, Credentialing, CFA Institute. Passion/Expertise Stephen Horan, PhD, CFA, CIPM, Managing Director, Credentialing, CFA Institute, is a practitioner, educator, and thought leader with 25 years of industry service in multiple capacities. Position/Experience Dr. Horan’s 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. Certifications/Awards Dr. Horan has received numerous research grants, and been awarded various honors, including the prestigious 2012 Graham and Dodd Readers’ Choice Award. Publications/Books Dr. Horan has authored or co-authored dozens of articles and books (including The New Wealth Management: A Financial Advisers Guide to Managing and Investing Client Assets).
- Tax-Efficient Draw Downs in Retirement, including:
- 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-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
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