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Don't Be Dogmatic About Retirement-Portfolio Withdrawals
Christine Benz, in MorningstarLink to more items from this source
July 8, 2021

"[It] goes without saying that you should always take your RMDs on time. That said, it's a mistake to be dogmatic about withdrawal sequencing -- burning through taxable accounts first, then depleting traditional IRA/401(k) assets before finally moving on to your Roth accounts.... [Y]our tax picture will change from year to year based on your expenses, your available deductions, your investments' performance, and your RMDs, among other factors."

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