2018 Best Paper Award Winners


Best Paper – Sponsored by CFP® Board of Standards
Constructing Tax Efficient Withdrawal Strategies for Retirees with Traditional 401(k)/IRAs, Roth 401(k)/IRAs, and Taxable Accounts

James DiLellio, Pepperdine University
Daniel Ostrov,
Santa Clara University


Best Paper – Sponsored by PlanPlus Global
Peer Effects, Personal Characteristics and Asset Allocation

Jasmine Fang, Massey University
Annie Zhang, KPMG New Zealand
Ben Jacobsen, TIAS School for Business and Society
Ben Marshall, Massey University


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