TY - JOUR T1 - Adding Longevity through Tax-Efficient<br/>Withdrawal Strategies JF - The Journal of Wealth Management SP - 57 LP - 64 DO - 10.3905/jwm.2013.16.1.057 VL - 16 IS - 1 AU - William Meyer AU - William Reichenstein Y1 - 2013/04/30 UR - https://pm-research.com/content/16/1/57.abstract N2 - 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 ER -