Webinar Registration

Seeking Tax Alpha in Retirement Income

Boost Your Client's Tax Planning, Retirement Savings and Income Planning outcomes and reduce out-of-pocket costs - CE Credit Available

Tuesday, March, 1

12:00pm ET

75 minutes

Earn 1 CE credit Trusted by 10,000+ financial advisors

Jim DiLellio, PhD

Associate Professor of Decision Sciences Pepperdine|Graziadio Business School

What You'll Learn

This webinar features the research of Professor Jim DiLellio that provides a framework to find an optimal decision for tax-efficient retirement income. By developing a model for income and capital gains tax with stock and bond investments in tax-deferred, tax-exempt, and taxable…

Webinars are for Financial professionals only. Exceptions may be made for clients of Finacial experts Network subscribers.

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