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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.

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

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

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.

Overall Rating: 5.0 / 5IRA Beneficiary Designations and Surviving Spouse Strategies: Why Many IRA Owners Should Use a Retirement Plan Trust - Rex Hogue

The $29 fee is waived for all 90 Days – $99 and 365 Days – $199 subscriptions. Subscribers have ALL ACCESS to this and 60+ other live, rebroadcast, and on-demand courses at no extra fee!

Retirement Resource Center Risk Free Guarantee

Your 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 fee for the course that was filed prior to cancellation.


Tax-Efficient Draw Downs in Retirement - Stephen Horan


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