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Adding Longevity through Tax-Efficient
Withdrawal Strategies

William Meyer and William Reichenstein
The Journal of Wealth Management Summer 2013, 16 (1) 57-64; DOI: https://doi.org/10.3905/jwm.2013.16.1.057
William Meyer
is founder and CEO of Social Security Solutions, Inc., in Leawood, KS.
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William Reichenstein
is Powers Professor of Investments at Baylor University in Waco, Tx and principal at Social Security Solutions, Inc., in Leawood, KS.
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  • For correspondence: bill_reichenstein@baylor.edu
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Abstract

Suppose a client just retired and has funds in a tax-deferred account like a 401(k), a tax-exempt account like a Roth IRA, and a taxable account. She needs to withdraw sufficient funds to finance her spending plans in retirement. This study explains how, just using the tax code, she can tax-efficiently withdraw funds from her financial portfolio to meet her spending goal while allowing her financial portfolio to last several years longer.

TOPICS: Retirement, legal/regulatory/public policy

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The Journal of Wealth Management: 16 (1)
The Journal of Wealth Management
Vol. 16, Issue 1
Summer 2013
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Adding Longevity through Tax-Efficient
Withdrawal Strategies
William Meyer, William Reichenstein
The Journal of Wealth Management Apr 2013, 16 (1) 57-64; DOI: 10.3905/jwm.2013.16.1.057

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Adding Longevity through Tax-Efficient
Withdrawal Strategies
William Meyer, William Reichenstein
The Journal of Wealth Management Apr 2013, 16 (1) 57-64; DOI: 10.3905/jwm.2013.16.1.057
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  • Article
    • Abstract
    • PRINCIPLES 1 AND 2
    • SIMPLE PROGRESSIVE TAX STRUCTURE
    • SUMMARY
    • ENDNOTES
    • REFERENCES
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