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.
- © 2013 Pageant Media Ltd
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In this issue
Adding Longevity through Tax-Efficient
Withdrawal Strategies
Withdrawal Strategies
