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Using "equivalent tax rates” to determine tax-efficient retirement investment and withdrawal

Journal Article

Arnold, T.; Earl, J. H.; Marshall, C. D.; Schwartz, A.
The Journal of Wealth Management (2018)

Excel calculators for determining retirement accumulation and disbursement information

Journal Article

Arnold, T.; Earl, J. H., Jr.; Marshall, C. D.; Schwartz, A.
The Journal of Wealth Management (2017)