Spending Order: Improving Choices Today for a Better Life Tomorrow

Sep 24, 2015 / By Colleen Jaconetti, CPA, CFP
Print AAA
Add to My Archive
My Folder

My Notes
Save
How clients withdraw cash plays a major role in determining their tax bill in retirement. Do you start with RMDs and move on to taxable accounts or something else? Recent Vanguard research shows that efficient spending from a portfolio today can directly impact how much a retiree has to spend tomorrow.

Read the Full Article Now
Take a 60-Day Free Trial

No credit card, no obligation
Financial Professionals only

Already a Horsesmouth member?

Member Login

IMPORTANT NOTICE
This material is provided exclusively for use by Horsesmouth members and is subject to Horsesmouth Terms & Conditions and applicable copyright laws. Unauthorized use, reproduction or distribution of this material is a violation of federal law and punishable by civil and criminal penalty. This material is furnished “as is” without warranty of any kind. Its accuracy and completeness is not guaranteed and all warranties express or implied are hereby excluded.

© 2024 Horsesmouth, LLC. All Rights Reserved.