4 Ways to Think of the Distribution Phase

Jul 1, 2019 / By Debra Taylor, CPA/PFS, JD, CDFA
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Oftentimes advisors are not discussing with clients what approach to take when it’s time to start withdrawing funds. There are various benefits and drawbacks to be considered, along with many tax saving opportunites. That’s a top concern for clients, so be sure to start the conversation.

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