August 25, 2021

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Optimal Sequence of Withdrawals for Retirement Accounts

Managing the Sequence of Withdrawals is Key to Retirement Wealth Success Transcript: Katie Nealis: “I am retired. I had an unexpected large expense that’s bigger than my emergency fund. Where should I pull the money from to pay it: Brokerage, IRA, or Roth IRA?” Tom Vaughan: Okay. Alright, so we have an expense that’s bigger

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