Blog: Let's Talk Financial Planning

  • Living on Investment Income in Retirement, Part IV: Creating a Smart Withdrawal Plan


    Let’s say you have just moved from being an employee to paying yourself in retirement. You’re about to take that first draw from the resources you have put aside for this very day and all those to follow. Let’s say, too, that you’ve taken some good advice and have been putting aside funds in a variety of accounts: a tax-deferred retirement plan such as a 401(k) or 403(b), individual retirement accounts such as IRAs and ROTHs, taxable investment accounts, and perhaps an annuity. So which “well” do you dip your bucket into first? The answer depends on your age, the amount you need to withdraw, and your tax rate today and expected rate in the future.
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Webcast: Savings Fitness – A Guide to Your Money and Your Financial Future

Do you have goals and dreams but are not sure how to save for them?  Join the U.S. Department of Labor’s Employee Benefits Security Administration (EBSA) and CFP Board on Wednesday, April 23, 2014 at 2pm (Eastern) for a look at online tools you can use to organize your finances, make informed decisions, and plan for a more secure financial future, including a secure retirement.  

Learn More and Register

Find a CFP® Professional

Find CFP® professionals in your area ready to assist you with your financial planning needs.