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.
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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