Thanks so much for attending my presentation for the February 2019 United Capital Webinar!
Further Reading Materials:
- Asset Location For Stocks In A Brokerage Account Versus IRA Depends On Time Horizon
- How Do You Actually Create A Steady Retirement Paycheck From A Volatile Retirement Portfolio?
- The Evolution Of The Four Pillars For Retirement Income Portfolios
- Tax-Efficient Spending Strategies From Retirement Portfolios
- March/April 2014 issue of The Kitces Report of "Advanced Portfolio Asset Location Strategies"
- The Importance Of Finding Your Tax Equilibrium Rate For Retirement Liquidations