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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 Morningstar.com'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.

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