2015 Conference

October 15–16, 2015

Orlando, FL

Welcome to the AFS Conference 2015 Schedule App. Please use the search features to see when your session or poster has been scheduled to take place.

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

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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.

2015 Conference

October 15–16, 2015

Orlando, FL

Alternate Approaches for Top Up to Band Withdrawal Strategies

Keywords: 5 words maximum

Very short description for use in the program to help attendees understand more than a title can describe

Lead & Corresponding Author

Mr. Shawn Brayman, PlanPlus Inc.

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