William Reichenstein on Retirement Investing, Withdrawals, and Tax Efficiency

Buttell, Amy E.
November 2010
Journal of Financial Planning;Nov2010, Vol. 23 Issue 11, p18
Academic Journal
An interview with William Reichenstein of Baylor University is presented. When asked about the location of assets through tax efficient strategies, he refers to the holding of stocks in the taxable accounts while attaining target asset allocation. Reichenstein states that there are immediate annuities that are indexed for inflation. He comments on possible changes for retirement planning.


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