Get a Tax-Smart Plan for In-Retirement Withdrawals
Consider these strategies to stretch out your tax savings during your retirement years.
Note: The following is part of Morningstar.com's Retirement Matters Week special report. A version of this article appeared on March 2, 2017.
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?