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Alternate Approaches for Top Up to Band Withdrawal Strategies
Friday, October 16, 2015 at 9:00 AM–10:30 AM EDT
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Retirement Tax Withdrawal Optimization
Very short description for use in the program to help attendees understand more than a title can describe
This research compares 4 strategies for withdrawing money during retirement: common withdrawal strategy (taxable, non-taxable, deferred); simple top up to a band; keep taxes between 2 adjacent tax bands with longest possible deferral; and lastly a time-value-of money approach that uses the difference between bands and the duration between top up and offsetting benefits to determine best end-capital for a client.
Lead & Corresponding Author
Mr. Shawn Brayman, PlanPlus Inc.
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