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Strategic Withdrawals for Tax Efficiency
This chapter delves into financial strategies for optimizing tax liabilities through effective fund withdrawals from various account types. By employing a bucket strategy, it highlights the importance of diversifying withdrawals from pre-tax, taxable, and Roth accounts for maximum tax efficiency. The discussion also covers managing investment portfolios and navigating the complexities of retirement decumulation, emphasizing the need for a strategic plan as individuals transition into retirement.
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