Tax-efficient withdrawal strategies for retirement

Here’s a question we often hear from clients who are either close to or enjoying retirement: Which account should I withdraw from first?

The answer, of course, depends on your unique finances. The conventional line of thinking suggests depleting taxable accounts first, while allowing tax-deferred and tax-exempt accounts to continue to grow and compound under their preferable tax status.

However, retirees frequently fail to consider more nuanced tactics that can potentially smooth their tax bill,…

Tax-efficient withdrawal strategies for retirement syndicated post


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