Tax Efficient Drawdowns in Retirement

Tuesday, August 27, 2019


n the next webcast of the retirement planning series, Professor Wade Pfau, Retirement Center Co-director Steve Parrish, and Managing Director of CFA Institute Stephen Horan met to discuss the optimal withdrawal strategies that currently exist for retirees using multiple types of tax-advantaged savings accounts (“TDAs”). The webcast focuses on using withdrawal-location strategies, in which traditional IRA distributions and other tax favored assets are applied against exemptions, deductions, and lightly taxed tax brackets. These strategies can potentially increase a retiree’s accumulation residual by hundreds of thousands of dollars.

Coming soon!

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