Research
Our firm has published more about portfolio withdrawal strategies and Social Security claiming strategies than anyone else. Click on each link below to read our research published in esteemed journals and leading industry media.
June 2020, Advisor Perspectives – “Asset Location-Decision and Related Topics”
June 2020, AAII Journal – “The Relationship Between Wealth and Delaying Social Security”
February 2020, Journal of Financial Planning – “Using Roth Conversion to Add Value”
Winter 2019, Journal of Retirement – “Optimizing Social Security Benefits is Still Complicated,”
April 2018, AAII Journal – “Social Security and Medicare Can Raise Retirees’ Tax Rates,”
March 2018, AAII Journal – “Retirement Planning Strategies Following the 2017 Tax Act,”
May 2017, Financial Advisor — “How to Beat the Conventional Wisdom, Part 2”
April 2017, Financial Advisor — “How to Beat the Conventional Wisdom, Part 1”
March/April 2015, Financial Analyst Journal – “Tax-Efficient Withdrawal Strategies”
November 2013, Journal of Financial Planning – “The Asset Location Decision Revisited”
Fall 2012, The Retirement Management Journal – “Social Security Claiming Strategies for Singles”