PT  - JOURNAL ARTICLE
AU  - William Meyer
AU  - William Reichenstein
TI  - Adding Longevity through Tax-Efficient<br/>Withdrawal Strategies
AID  - 10.3905/jwm.2013.16.1.057
DP  - 2013 Apr 30
TA  - The Journal of Wealth Management
PG  - 57--64
VI  - 16
IP  - 1
4099  - https://pm-research.com/content/16/1/57.short
4100  - https://pm-research.com/content/16/1/57.full
AB  - 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