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 • ET • 75 minutes
Earn 1 CE credit Trusted by 10,000+ financial advisors
Jim Dilellio
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…

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This question is for testing whether or not you are a human visitor and to prevent automated spam submissions.