The Short Answer

Get a Tax-Smart Plan for In-Retirement Withdrawals

Christine Benz

Note: The following is part of Morningstar.com's Retirement Matters Week special report. A version of this article appeared on March 2, 2017.

Question: I'm preparing for retirement and trying to figure out where I should go for money to meet my income needs. I understand that it's important to start by withdrawing from some accounts and save other accounts for later. What's the right sequence?

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