Focus Session: Retirement

Tuesday, June 15
2 p.m. – 3 p.m.

Tax Wise Distribution Strategy for Retirement


Edward Dressel


Taxes are not incidental in retirement. Any effective retirement distribution strategy should help a client plan to distribute income from their accounts to minimize the tax burden. The Tax Wise Distribution Strategy makes clear distinctions between accumulation and distribution, and helps clients plan their retirement income. With an understanding of how income should be distributed, younger clients can plan on a proper balance in their accumulation years between pre-tax and after-tax accounts.

Appeal: US
Level: General