DrawDown Strategies Chart

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):


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