Bates & Company, Inc.
|
Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
|
AimPoint Pension
|
Loan & Distribution Specialist AimPoint Pension
|
Compass
|
Regional Vice President of Sales The Retirement Plan Company
|
“BenefitsLink continues to be the most valuable resource we have at the firm.”
-- An attorney subscriber
Withdrawal Activity of Individuals Owning Both Traditional and Roth Individual Retirement Accounts
Employee Benefit Research Institute [EBRI] Mar. 27, 2020 "Traditional IRAs are the favored source of withdrawals.... Owners of IRAs with the largest balances who took withdrawals each year within the study were among those least likely to take their withdrawal from a Roth IRA, despite being the individuals likely to have the most to gain from taking withdrawals to minimize taxes. There was also little evidence that owners deplete or close one account type before withdrawing from another. |
Please click here to report this link if it is broken (for example, if you see a "404 File Not Found" error message after you click on the linked news item's title). |
An important word about authorship: BenefitsLink® created this link to the news item, but we are not the news item's author (unless expressly shown above). |