A Tax-Efficient Hierarchy of Retirement Spending
Vanguard investment strategist Colleen Jaconetti shares her research on the most tax-efficient way to sequence withdrawals in retirement.
This video has been corrected to reflect that heirs must take RMDs from inherited Roth IRAs.
Christine Benz: Hi, I'm Christine Benz for Morningstar.com. Many retirees are rightly concerned with how much to draw from their portfolios, but how to draw from their portfolios is also important. I recently sat down with Colleen Jaconetti, a senior investment strategist at Vanguard, to discuss some research on that topic.