Modeling Withdrawals from a Taxable Account

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CFA Digest
May 2011 | Vol. 41 | No. 2 | 2 pages
Source: CFA Institute
Andrei Shynkevich
Georgeann Portokalis, CFA (Reviewer)



The author develops a model for withdrawing funds from a taxable account during retirement. The model generates, for a taxable retirement account, realistic withdrawal schedules that consider the tax implications of existing unrealized capital gains. It can also be used to compare taxable and tax-advantaged accounts.

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