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Tax-Efficient Withdrawal Strategies

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References

1977The Journal of Financial Planning433 cited
2012Journal of Financial Planning361 cited
2004Optimal Asset Location and Allocation with Taxable and Tax‐Deferred Investing287 cited
2001Asset Allocation and Asset Location Decisions Revisited38 cited
2006After-Tax Asset Allocation33 cited
2006Withdrawal Location with Progressive Tax Rates29 cited
2007Implications of principal, risk, and returns sharing across savings vehicles24 cited
2005Tax-Advantaged Savings Accounts and Tax-Efficient Wealth Accumulation22 cited

Cited by

2018Maximum Withdrawal Rates: An Empirical and Global Perspective17 cited
2019Behavioral Finance, Decumulation, and the Regulatory Strategy for Robo-Advice14 cited

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