Implementing Advice Based on “A Comparison of the Tax Efficiency of Decumulation Strategies” by Geisler, Harden, and Hulse – Written by Byrke Sestok, CFP®

“A Comparison of the Tax Efficiency of Decumulation Strategies” by Geisler, Harden, and Hulse was published in the March 2021 issue of the Journal of Financial Planning, and the research is invaluable to our profession. This article seeks to put that research in motion to better serve our clients. Read More The opinions voiced in this material are …

Implementing Advice Based on “A Comparison of the Tax Efficiency of Decumulation Strategies” by Geisler, Harden, and Hulse – Written by Byrke Sestok, CFP® Read More »