Web Seminar  Tax-efficient retirement withdrawal strategies

Nov. 8, 2018 | 2 PM ET/11 AM PT
Hosted by Financial Planning

Tax-efficient retirement withdrawal strategies are a way to extend the life of a retirement portfolio. Though it is an extremely important topic, it is also frequently misunderstood. It is highly complex, involving concepts such asset location, differing tax brackets, and time segmentation. Most importantly, the conventional wisdom and standard practice –that you should only tap the tax-deferred account last – often turns out to be wrong.

Join us for a one-hour webinar that cuts through the confusion to offer clear intuition and new approaches to tax efficient withdrawal in retirement. The outcome of implementing such strategies could be that your clients' retirement portfolios last years longer.

Featured Presenters:

Stephen Chen
Founder and CEO
Colleen Jaconetti, CPA, CFP®
Senior Investment Strategist,
Vanguard Investment Strategy Group
Rob Williams, CFP®
Vice President of Financial Planning
Schwab Center for Financial Research (SCFR)
David Adler
Wealth Management & Behavioral Finance Expert

Sponsor Content From:

SourceMedia, Inc. is pleased to be able to offer CFP/CIMA/CPWA/RMA CE credit for this web session

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP(R), CERTIFIED FINANCIAL PLANNER(tm) and federally registered CFP in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

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