Tax-Efficient Draw Downs in Retirement - Stephen Horan

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:

  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.

Steven Horan - Tax-Efficient Draw Downs in Retirement 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.

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

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

We will report your CFP® and/or CRC® credit (no additional reporting fee) – please add your ID at checkout. You are responsible for reporting all other certifications for CE credit.

Tax-Efficient Draw Downs in Retirement - Stephen Horan

Tax-Efficient Draw Downs in Retirement – Stephen Horan



Overall Rating: 5.0 / 5

Retail: $29.00 Add to Cart

Video and audio MP3 formats available

MP3 Audio Download and PDF handoutSpecifications:   60-minute webinar course

Elearning coursesSKU:   03IRRCTaxEfficientElearn15

MP3 Audio Download and PDF handoutKnowledge Level:   3 – Intermediate

Retirement Resource Center Risk Free GuaranteeYour satisfaction guaranteed: We know that you will be pleased with your purchase of this product. If, however, you are not completely satisfied notify us within 30 days of your purchase to receive a full refund of your fee, less any CFP® CE reporting fees for courses that were filed prior to membership cancellation.