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Conference 2018

October 2–3, 2018

Chicago, IL

To preview the AFS Annual Meeting preliminary agenda, click on this link. 

F2a - Constructing Tax Efficient Withdrawal Strategies for Retirees with Traditional 401(k)/IRAs, Roth 401(k)/IRAs, and Taxable Accounts

Tuesday, October 2, 2018 at 3:30 PM–4:20 PM CDT
2 Hong Kong

Lead & Corresponding Author

James DiLellio, PhD, Pepperdine University

Additional Authors

Daniel Ostrov, PhD, Santa Clara University