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