This chart explains tax-efficient DrawDown strategies; for example, tax-efficient strategies, key concepts, a decision matrix, and more. Furthermore, it includes Bob’s Tax Asset Classes chart which separates different tax asset classes and provides the key attributes of each. Updated: January 2017.
- Size: 11 inches x 17 inches
- Includes: Immediate PDF Download and one(1) laminated chart.
- Chart customized with your firm’s logo and information available at an additional cost.
- Chart Preview (click to enlarge):