Tax-Efficiency for Retirement Planning
(IAR CE-eligible)
(IAR CE-eligible)
Boost Your Client's Retirement Savings and Income Planning, Tax Planning outcomes and reduce out-of-pocket costs - CE Credit Available
Wednesday, August, 14 • ET • 120 minutes
Earn 2 CE credit Trusted by 10,000+ financial advisors

Wade Pfau, PhD, CFA, RICP®
Co-founder, RISA® RISA Profile

Alexus Rogers
Customer Relationship Lead RightCapital
What You'll Learn
Tax-Efficiency for Retirement Spending
An important aspect of creating retirement efficiencies is to make sound decisions with respect to their tax implications. When should taxes be paid to generate the most after-tax spending and legacy for a given asset base? Answering…