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The Short Answer

Get a Tax-Smart Plan for In-Retirement Withdrawals

Consider these strategies to stretch out your tax savings during your retirement years.

Christine Benz

Note: This article is part of Morningstar's Tax Relief Week special report. A version of this article appeared on Sept. 21, 2016.

Question: I'm preparing for retirement and trying to figure out where I should go for money to meet my income needs. I understand that it's important to start by withdrawing from some accounts and save other accounts for later. What's the right sequence?

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