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Reichenstein: Retirement Investing, Withdrawals & Tax-Efficiency
Old 11-04-2010, 12:31 PM   #1
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Reichenstein: Retirement Investing, Withdrawals & Tax-Efficiency

From the Nov issue of Journal of Financial Planning

The author points out that proper tax strategies (asset location & withdrawal strategies) can give your withdrawals a sure boost. Active management cannot make that promise. Then if goes on to a Q&A on tactics & rules of thumb.

More experienced members will find little new, but it is worth reading anyway.

There are a couple of other articles of interest, but haven't read them yet. See them at Table of Contents
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