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Tax-Efficient Draw Downs in Retirement: Check your understanding.

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Your quiz score will be displayed on your screen upon submitting your answers. A score of 70% is required to pass the quiz.

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  • You passed the quiz. If you need CE credit, we will report your 1.0 CE credit hour for CFP® and CRC®. You are responsible for reporting your 1.0 CE credit hour for ASPPA. CRPC® and the American College’s Professional Recertification Program (CLU®, ChFC®, RICP®, CASL). Please print your certificate for your records.

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  1. Question 1 of 5
    1. Question
    1 point(s)

    In pre-tax accounts

  2. Question 2 of 5
    2. Question
    1 point(s)

    The following are reasons why a retiree’s marginal tax rate might differ from their tax bracket, except:

  3. Question 3 of 5
    3. Question
    1 point(s)

     The following describes the economics of various tax structures as it relates to drawing down assets for retirement income, except:

  4. Question 4 of 5
    4. Question
    1 point(s)

    When there are progressive tax rates, which of the following informed strategies provides the best outcome?

  5. Question 5 of 5
    5. Question
    1 point(s)

    When there are progressive tax rates, which of the two naive withdrawal strategies provided better returns?

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