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Withdrawal Sequencing- Which Pile First?
Manage episode 491879697 series 3481997
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The conventional approach to withdrawing retirement funds generally involves withdrawing from taxable accounts first, followed by tax-deferred accounts, and finally tax-free accounts. This strategy can minimize taxes and maximize the growth of tax-advantaged investments.
Does that mean that this is the best approach for everyone? Like most retirement-related topics, the answer is not a simple yes or no.
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