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Tax-Efficient Retirement Portfolio Spending Strategies
Michael Kitces in Nerd's Eye View 
June 22, 2016 "The conventional view is that taxable investment accounts should be liquidated first, while tax-deferred accounts are allowed to continue to compound.... [T]he optimal approach is actually to preserve the tax-preferenced value of retirement accounts and to fill the tax brackets early on, by funding retirement spending from taxable investment accounts but doing systematic partial Roth conversions of the pre-tax IRA to fill tax brackets in the early years." MORE >> |
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