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

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

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).


Horan- Tax-Efficient Draw Downs in Retirement - YouTube brief - YouTube clip View YouTube briefs from recent Retirement
Resource Center webinars including
Stephen Horan’s

“Tax-Efficient Draw Downs in Retirement”.


Conference Presentations

  • 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

Tax-Efficient Draw Downs in Retirement - Stephen Horan - Retirement InSight and Trends article Read a summary transcript of Stephen Horan’s
presentation
Tax-Efficient Draw Downs
in Retirement
in the 1st Qtr 2016 issue of
“Retirement Insight and Trends”.



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