Posts Tagged Stephen Horan

Tax Efficient Drawdowns in Retirement

By Stephen Horan, PhD, CFA, CIPM, Managing Director, Credentialing, CFA Institute Editor’s note: This presentation was delivered in live webinar format in December, 2015. Stephen’s comments have been edited for clarity and length. You can view a YouTube brief of the original presentation here. You may also choose to take the full length course to […]

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Posted in: PROVIDE Retirement Income, Retirement Distributions/Withdrawals

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