Tax-Efficient Draw Downs in Retirement – Stephen Horan – Learn more


Tax-Efficient Draw Downs in Retirement - Stephen Horan

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.


In “Tax-Efficient Draw Downs in Retirement” you will learn:

Tax-Efficient Draw Downs in Retirement - Stephen Horan

Tax-Efficient Draw Downs in Retirement – Stephen Horan

  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.

Retirement Resource Center You Tube ChannelThe Retirement Resource Center YouTube channel features short clips of presentations by many of our speakers. Please visit Retirement Resource Center YouTube channel to view a short clip of this presentation.


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This on-demand webinar is a recording of a recent live webinar. Check our WEEKLY REBROADCAST SCHEDULE where there is no need to take the online quiz to receive CE. You may also take this on-demand course any time for 1 hr CFP®, CRC®, and other Continuing Education Credit when you pass the online quiz.


Your presenter is Stephen Horan, PhD, CFA, CIPM, Managing Director, Credentialing, CFA Institute.


Steven Horan - Tax-Efficient Draw Downs in Retirement

Steven Horan – Tax-Efficient Draw Downs in Retirement

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.

Moderator: Betty Meredith, CFA, CFP®, CRC®, Int’l Retirement Resource Center


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1 hr CFP®, CRC®, and other CE Credit Reporting

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