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When Retirement Bucket Portfolios Meet Multiple Retirement Accounts
Morningstar; free registration may be requiredLink to more items from this source
Apr. 13, 2015

"Investors typically accumulate assets in multiple silos -- company retirement plans, IRAs, taxable accounts, and/or various vehicles for self-employed folks -- and those accounts are frequently multiplied by two for married couples. These retirement-savings wrappers vary in their tax treatment upon withdrawals, and some carry mandatory distributions post-age 70-1/2. Given all of those variables, the once-simple-seeming bucket strategy can become not so simple in a hurry."

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