Seeking tax alpha in retirement income often involves a series of detailed tax computations. In this webinar, Professor Jim DiLellio will demonstrate an award-winning online calculator from ETFMathGuy that determines account distribution and Roth conversion decisions that maximize after-tax wealth for a variety of retirement and estate planning scenarios.
James DiLellio is a professor of Decision Sciences at Pepperdine’s Graziadio Business School. He holds a PhD in Applied Mathematics from Northwestern University. He
teaches courses in analytics and valuation. Dr. DiLellio’s recent publication topics include modeling tax efficiency and valuing emerging technology. His work recently appeared in
the Journal of Financial Planning. He has also received several best paper awards in tax-efficient retirement income. In 2024, Dr. DiLellio was selected as a UK Fulbright Scholar.
He regularly blogs about tax-efficient investing and Exchange Traded Funds (ETFs) at ETFMathGuy.com.