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IRS

Retirement Funds Drawdown Strategy

The conventional wisdom for tapping resources in retirement is that pools of money should be used in the following order; 1) Non-tax advantaged accounts, 2) Tax deferred accounts (Conventional 401k…
February 9, 2017

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To set up a no-obligation appointment with us to discuss your taxes and your retirement, send us an email, or book an appointment now.
To set up a no-obligation appointment with us to discuss your taxes and your retirement, send us an email, or book an appointment now.