Spending Order: Improving Choices Today for a Better Life Tomorrow
Sep 24, 2015
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By Colleen Jaconetti, CPA, CFP
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.