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2015 Conference

du 15 au 16 October 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

vendredi 16 octobre 2015 à 09:00–10:30 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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Additional Authors

Chargement en cours …