Skip to Content
Investing Specialists

Don't Be Dogmatic About Retirement-Portfolio Withdrawals

In high- (or low-) tax years, retirees may have reason to flout the rules of thumb on withdrawal sequencing.

Note: The following is part of's Retirement Matters Week special report. A version of this article appeared on March 3, 2017.

Required minimum distributions first. Taxable accounts next, followed by traditional IRAs and 401(k)s. Roth IRAs and 401(k)s last.

To view this article, become a Morningstar Basic member.

Register for Free