Tax-Smart Retirement Income

Michael Koehn is co-founder and member of the Board of Directors of Analysis Group, Inc., which provides economic, financial, and business strategy consulting to businesses, law firms, and government agencies. Mr. Koehn was formerly President and Director of Research at Analytic Investment Management, an investment firm managing both option-enhanced equity and fixed income strategies for defined benefit clients and retail mutual funds. Mr. Koehn has done extensive research into the economics of financial institutions, primarily mutual funds. His current research focuses on the design and implementation of sustainable spending rules for retirees and the management of those assets that are necessary to support retirees.

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