On August 27, 2019, Professor Wade Pfau, Retirement Center Co-director Steve Parrish, and Managing Director of CFA Institute Stephen Horan will come together to discuss the optimal withdrawal strategies that currently exist for retirees using multiple types of tax-advantaged savings accounts (“TDAs”).
The webcast will focus 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.Learning Objectives:
Join us on August 27, 2019 to learn how to implement tax efficient drawdown strategies to help increase your clients’ wealth in retirement.
To receive CE credit for attending this webcast, you must be logged in on-time and be actively participating for the full duration of the webcast.
CFP® professionals must have their CFP® ID number ready during the webcast to meet participation requirements.
Co-director of The American College New York Life Center for Retirement Income
Managing Director, Credentialing and Interim Managing Director, Americas
RICP® Program Director and Co-director of The American College Center for Retirement Income