Julian Chen's articles
Julian Chen
CFP®, RICP®Retirement Income Certified Professional
Focus: Post-Retirement Drawdown, Annuities & RMD Strategies
Julian Chen, CFP®, RICP®, focuses exclusively on post-retirement portfolio longevity. He designs decumulation pipelines that minimize federal tax brackets, safeguard assets against sequence-of-returns risk, and calculate lifetime annuity yield curves.
Annuities RMD Mechanics Medicare Part B/D Surcharges Decumulation Fixed Income
Published Articles & Research (0)
No standalone articles currently cataloged for this profile. Editorial reviews, peer validations, and forthcoming research reports will appear here.