Retirement Income
Which Account to Tap First: The Withdrawal-Order Question
The conventional sequence of taxable, then tax-deferred, then Roth accounts is a starting point, not a rule.
By David Reyes
Reporter, Retirement Income
David Reyes
David Reyes covers how retirees draw income from savings, pensions and annuities.
- Covers
- Withdrawal strategy
- Pensions and annuities
- Portfolio longevity
- Disclosure
- Illustrative contributor profile. Biographical details will be replaced with verified information before publication.
