Tax-Efficient Draw Down Strategies
Resources
AICPA logo
Cart
searchSearch
search
burger
AICPA logo
  • Home
Abstract orange image
Resources

Tax-Efficient Draw Down Strategies

4 months ago · 226.6 KB Download

SECTION

EXCLUSIVE

Resource

available

The first of two pages of the chart includes the following information:

  • Income tax brackets for each type of filing status,

  • Describes the three main types of retirement investment accounts,

  • Lists ten tax-efficient retirement portfolio strategies,

  • Defines key draw down concepts,

  • Gives a tax structure overview,

  • Describes the tax-efficient draw down decision matrix, and

  • Reviews the basis recovery rules of retirement accounts.

The second page describes:

  • The various types of retirement income, and

  • How the various types of retirement income

Download the Tax-Efficient Draw Down Strategies

File name: draw-down-strategies-chart.pdf

Reserved for PFP Section members

Already a PFP Section member?

Log in with your AICPA account
 
Forgotten email
Forgotten password

Not a PFP Section member?

Discover the benefits of AICPA membership and Personal Financial Planning Section membership. To gain access to exclusive content, your first step is to join the AICPA.

Related content