Thanks so much for attending to my presentations for the AICPA 2018 Engage Conference!
Presentation Materials
Click the links/images below to download a copy of the presentation materials:
Further Reading Materials:
- Asset Location: The New Wealth Management Value-Add For Optimal Portfolio Design?
- The Emerging Next Generation of Variable Annuities - An Asset Location Tool?
- Asset Location For Stocks In A Brokerage Account Versus IRA Depends On Time Horizon
- January - February 2014 Newsletter - Exploring the Benefits of Asset Location
- March - April 2014 Newsletter - Advanced Asset Location Strategies
- Understanding Sequence Of Return Risk – Safe Withdrawal Rates, Bear Market Crashes, And Bad Decades
- What Returns Are Safe Withdrawal Rates REALLY Based Upon?
- Crafting A Withdrawal Policy Statement For Retirement Income Distributions
- Estimating Changes In Retirement Expenditures And The Retirement Spending Smile
- Should Equity Exposure Decrease In Retirement, Or Is A Rising Equity Glidepath Actually Better?
- Sample Withdrawal Policy Statement (WPS) from Jon Guyton
