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.
April 2022, Social Security Strategies – 4th Edition
March 2022, Journal of Financial Planning, “Social Security Redo Strategies for 2022,”
March 2022, Journal of Financial Services Professionals – “Social Security Coordination to Create a Tax-Efficient Withdrawal Strategy”
December 2021, Journal of Financial Planning, “Tax Considerations for Relatively-Wealthy Households,”
Fall 2021, Journal of Retirement – “How Social Security Coordination Can Add Value to a Tax-Efficient Withdrawal Strategy”
October 2021, Advisor Perspectives – “The Importance of Marginal Tax Rates in Retirement planning”
September 2021, Journal of Financial Planning – “Minimizing Damage of the Tax Torpedo”
May 2021, Journal of Financial Planning, “Social Security Strategies for Singles and their Implications for Couples”
January 2021, Journal of Financial Planning, “Advice for Married Couples when One Spouse Dies Years before the Other Spouse”
October 2020, Journal of Financial Planning, “How to Add Tax Alpha in Today’s Environment”
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”