Thanks so much for coming to my presentation for the Sacramento Estate Planning Council!
Presentation Materials
Click the links/images below to download a copy of the presentation materials:
Further Reading/Materials
March 2012 Issue of The Kitces Report on "Expanding the Framework of Safe Withdrawal Rates"
What Returns Are Safe Withdrawal Rates REALLY Based Upon?
How The “Annuities Should NEVER Go In An IRA” Rule Has Become A Myth
Owning Deferred Annuities In Trusts And Preserving Tax-Deferral Treatment