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Home>When to Break the Rules on Sequencing Retirement Withdrawals

When to Break the Rules on Sequencing Retirement Withdrawals

Morningstar Articles

Thu, 20 Jun 2013

It's a sequence tax-savvy retirees and pre-retirees have no doubt heard time and again: In order to limit the drag of taxes on their retirement assets, they should first meet living expenses by taking their required minimum distributions, then move on to taxable assets, followed by traditional IRAs

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