Send us a text

The conventional approach to withdrawing retirement funds generally involves withdrawing from taxable accounts first, followed by tax-deferred accounts, and finally tax-free accounts. This strategy can minimize taxes and maximize the growth of tax-advantaged investments. 

Does that mean that this is the best approach for everyone? Like most retirement-related topics, the answer is not a simple yes or no. 

If you’d like to be a part of a free online retirement community, join us on Facebook:

https://www.facebook.com/groups/399117455706255/?ref=share