• Phone404-816-7714
  • Address458 E. Paces Ferry RD NE First Floor Atlanta, Georgia 30305
  • Open HoursMonday-Friday 9 AM - 5 PM
Contact Us
  • Phone404-816-7714
  • Address458 E. Paces Ferry RD NE First Floor Atlanta, Georgia 30305
  • Open HoursMonday-Friday 9 AM - 5 PM

Tax-Efficient Spending Strategies From Retirement Portfolios

The classic approach to liquidating investment accounts in retirement is fairly straightforward: after-tax “taxable” brokerage accounts should be liquidated first, while retirement accounts like IRAs and 401(k) plans receive preferential (tax-deferred) treatment and should be liquidated last.…Continue readingTax-Efficient Spending Strategies From Retirement Portfolios