Mmastodon BusinessPersonal Finance first seen 1 d ago, last 12 h ago, peak #4

How a 74-year-old with $1.6M in IRAs can cut taxes

Original: # retirement # personalfinance # investing # roth # socialsecurity https://www. marketwatch.com/picks/im-74-wi th-1-6m-s

A 74-year-old retiree with $1.6 million saved across an IRA and Roth IRA, plus a pension and Social Security, is asking how to manage withdrawals tax-efficiently. The question highlights common retirement dilemmas such as required minimum distributions, Roth conversion timing and sequencing withdrawals so more income comes from tax-free sources.

Why now: Tax-efficient withdrawal strategies are a widespread concern for retirees balancing IRAs, Roth IRAs, pensions and Social Security.

MarketWatchIRARoth IRASocial Security

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Evidence

• # retirement # personalfinance # investing # roth # socialsecurity https://www. marketwatch.com/picks/im-74-wi th-1-6m-saved-in-an-ira-and-roth-ira-plus-a-pension-and-social-security-how-do-i-deal-with-my-money-tax-efficiently-9319a229?utm_source=flipboard&utm_medium=activitypub… · Kiplingers@flipboard.com · 1

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