Optimal Strategies for Traditional versus Roth IRA/401(k) Consumption During Retirement-Reference-Cited by-同舟云学术

Optimal Strategies for Traditional versus Roth IRA/401(k) Consumption During Retirement

Published:2016-04-29 Issue:2 Volume:48 Page:356-384
ISSN:0011-7315
Container-title:Decision Sciences
language:en
Short-container-title:Decision Sciences

Author:

DiLellio James A.¹,Ostrov Daniel N.²

Affiliation:

1. Department of Information Systems, Strategy and Decision Sciences, Graziadio School of Business and Management; Pepperdine University; 24255 Pacific Coast Highway Malibu CA 90263

2. Department of Mathematics and Computer Science, College of Arts and Sciences; Santa Clara University; 500 El Camino Real Santa Clara CA 95053

Publisher

Wiley

Subject

Management of Technology and Innovation,Information Systems and Management,Strategy and Management,General Business, Management and Accounting

Link

http://onlinelibrary.wiley.com/wol1/doi/10.1111/deci.12222/fullpdf

Reference25 articles.

1. Reconsidering IRA and Roth IRA: Keeping bequests and other options in mind;Al Zaman;Journal of Wealth Management,2008

2. Tax-efficient withdrawal strategies;Cook;Financial Analysts Journal,2015

3. Fidelity 2014a Four tax-efficient strategies in retirement www.fidelity.com/viewpoints/retirement/tax-savvy-withdrawals

4. Fidelity 2014b Detailed methodology: Fidelity retirement income planner Fidelity Investments http://personal.fidelity.com/planning/retirement/pdf/rip_methodology.pdf

5. Greenhouse , S. 2012 Should the 401(k) be reformed or replaced? New York Times http://www.nytimes.com/2012/09/12/business/retirementspecial/should-the-401-k-be-reformed-or-replaced.html?pagewanted=all

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