Withdrawal Strategies

Withdrawal Strategies: Deciding Which Account to Withdraw From

There are a few factors that should go into answering the question “which account do I withdraw from?”.

As advisors, we’ll think about several factors: 

Withdrawal Strategies: RMD Planning

Depending on your tax bracket, the years leading up to age 70.5 can be  a good time for taking withdrawals. 

Withdrawal Strategies: The Importance of a Cash Reserve

Keeping a portion of your investments allocated to cash can be very practical in the day to day management of an income-producing portfolio and will increase your portfolio’s survival rate long term.

Withdrawal Strategies: Charitable Contributions After Age 70.5

After age 70.5, part of one’s Required Minimum Distribution (RMD) can be used to make a charitable contribution.*  [click her

Withdrawal Strategies: Tax Considerations

Many factors must be considered when designing a withdrawal strategy for clients nearing or in retirement.  The tax consequences of portfolio withdrawals are one of the most significant considerations.

Withdrawal Strategies: IRAs, 401ks, and Required Minimum Distributions

rmd.jpgIt is important to have an understanding of how Required Minimum Distributions, often referred to as “RMDs”, fit into your overall financial plan.  This blog post will cover the basics, but it always makes sense to consult with a financial planner or CPA for personalized advice.





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