By Kirsten A. Cook, William Meyer, and William Reichenstein, CFA
The Forecaster program creates cash flow projections for your retirement years. Forecaster takes your assumptions about earnings, inflation and taxes, along with your present financial situation, and calculates year-by-year changes to your net worth and living expenses.
By Kirsten Cook, William Meyer, and William Reichenstein.
Suppose an individual investor has funds in at least two of the following accounts: a taxable account, a tax-deferred account (TDA) like a traditional IRA, and a tax-exempt account (TEA) like a Roth IRA. How should he withdraw funds from these accounts in retirement to maximize the longevity of his financial portfolio?
By James poterba, Steven Venti, and David Wise.
As the "baby boomers" approach and enter their retirement years, the accumulation phase of their life-cycle is nearly over.
By William Meyer and William Reichenstein.
Reichenstein  and Reichenstein, Horan, and Jennings  discuss several ways a private wealth manager can add value to a client's account by using the tax code. This study elaborates on one of those ways.