You have worked hard, saved well and now you have decided to enter the next phase of your life…retirement. Although the paychecks have stopped, you have amassed a portfolio that you are confident will sustain you for the remainder of your lifetime. Now, you only have one question:
Should I take distributions from my 401(k) plan, IRA, Roth IRA or personal brokerage account?
Unfortunately, the answer to this question is both complex and can change each year as the investment markets, tax laws and your personal circumstances change. While it is beyond the scope of this article to fully analyze …Read More