CFA Chicago Duncan and Blanchett Maximize After-Tax Wealth

Don Duncan and Morningstar Head of Retirement Research David Blanchett presented “How to Maximize Your After Tax Wealth” through the CFA Society of Chicago in recognition of Money Smart Week 2014. The presentation focused on strategies you can implement to maximize your after tax wealth; including asset location, dedication and diversification. Those who attended left with a better understanding of how taxes impact financial planning and investment management. Below are the slides from Don’s presentation.