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The Smart Way to Tap Investment Accounts in Retirement
If you are like many Americans, you have a variety of investment and retirement accounts. When it comes time to live on that money, how do you decide which ones to tap first? The goal is to maximize your ability to generate income throughout retirement while keeping your tax burden low. That may not be easy, however, given that many savers have money stashed in a variety of accounts, all with different tax implications, including tax-deferred 401(k)s and individual retirement accounts, after-tax Roth IRAs and taxable investment accounts. Read more…