Tax-Efficient Spending Strategies From Retirement Portfolios

1 votes

Flowchart to expand on Michael's 2016 blog post:
https://www.kitces.com/blog/tax-efficient-retirement-withdrawal-strategies-to-fund-retirement-spending-needs/

And also include from his most recent 2019 blog post:
https://www.kitces.com/blog/tax-rate-equilibrium-for-retirement-taxable-income-liquidations-roth-conversions/

Under consideration Suggested by: Chris Upvoted: 13 Feb, '20 Comments: 0

Add a comment

0 / 1,000

* Your name will be publicly visible

* Your email will be visible only to moderators