Posts Tagged allocation decision and tax-efficient withdrawal strategies

Dr. William Reichenstein, CFA – Social Security Strategies Expert

Dr. William Reichenstein, CFA, is an expert in Social Security strategies. Passion/Expertise Dr. Reichenstein’s research advocates calculating an individual’s after-tax asset allocation that compares after-tax fund across savings vehicles (e.g., 401(k), Roth IRA, and taxable accounts). His research has implications for the asset allocation decision and tax-efficient withdrawal strategies in retirement, and his recent work […]

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Posted in: PROVIDE Retirement Income, Retirement Distributions, Social Security

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