So, I am approaching that 'go for launch' sequence into retirement - have done all the right things (mostly) by stashing and squirreling away money into taxable assets, 401k, and a rollover IRA from a previous job's 401k -even started doing some ROTH conversions on the IRA accounts.
I'm diversified in all those areas into bonds & equities (balanced, small cap, growth, international, etc)
But now that I'm at that point to go into retirement - where can I find good sources on what my drawdown strategy should be for my expenses?
My assets are not currently structured to generate income via interest, dividends, or STCG sufficient to cover all of my expenses, so needed amounts would have to come from the sale of equities.
I'd like to start soaking in some good advice on how post retirement assets should be structured to preserve capital, generate income, and minimize taxes.
Thanks!
I'm diversified in all those areas into bonds & equities (balanced, small cap, growth, international, etc)
But now that I'm at that point to go into retirement - where can I find good sources on what my drawdown strategy should be for my expenses?
My assets are not currently structured to generate income via interest, dividends, or STCG sufficient to cover all of my expenses, so needed amounts would have to come from the sale of equities.
I'd like to start soaking in some good advice on how post retirement assets should be structured to preserve capital, generate income, and minimize taxes.
Thanks!