Evan Press

Managing Partner at Pacific Coast Wealth Strategies and 1 other company
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Bio

With over 15 years of experience in the financial services industry, Evan focuses on asset management platforms, wealth transfer, and risk management. He also works within the nonprofit marketplace including public and private foundations, governmental agencies, the public school systems, and 501(c)(3) businesses. Raised in Northridge, CA, Evan graduated from California State University Northridge in 2002 with a Bachelors of Science in Business Management and has been awarded the title of Retirement Planning Specialist by Equitable Advisors, LLC, based on his having earned a Certificate in Retirement Planning from the Wharton School at the University of Pennsylvania.

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  • It is important to have a very specific withdrawal strategy and have a specific asset allocation to make sure you don’t get hit too hard early on in retirement. Additionally, the management of taxes across different accounts should be considered well in advance. There is a pecking order for what types of accounts to withdraw from first for maximum impact to reduce tax liability. The reduction in tax liability during retirement can make the money last longer.

    22 February 2021