Constructing Tax Efficient Withdrawal Strategies for Retirees with Traditional 401(k)/IRAs, Roth 401(k)/IRAs, and Taxable Accounts-Reference-Cited by-同舟云学术

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Constructing Tax Efficient Withdrawal Strategies for Retirees with Traditional 401(k)/IRAs, Roth 401(k)/IRAs, and Taxable Accounts

Published:2018 Issue: Volume: Page:
ISSN:1556-5068
Container-title:SSRN Electronic Journal
language:en
Short-container-title:SSRN Journal

Author:

DiLellio James,Ostrov Daniel N

Publisher

Elsevier BV

Reference25 articles.

1. Reconsidering IRA and Roth IRA: Keeping Bequests and Other Options in Mind;Al Zaman;Journal of Wealth Management,2008

2. Tax Uncertainty and Retirement Savings Diversification;David C Brown;Journal of Financial Economics,2017

3. Tax-Efficient Withdrawal Strategies;Kristen A Cook;Financial Analysts Journal,2015

4. Tax-Efficient Retirement Withdrawal Planning Using a Linear Programming Model;Lewis W Coopersmith;Journal of Financial Planning,2011

5. Optimal Asset Location and Allocation with Taxable and Tax-Deferred Investing;Robert M Dammon;The Journal of Finance,2004

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