Search found 2 matches

by Yossi
Thu Sep 04, 2014 1:28 am
Forum: General questions and comments
Topic: Source of Funding to Minimize Taxation
Replies: 3
Views: 3323

Re: Source of Funding to Minimize Taxation

Jim, thanks for the quick response. I think my concern is how to create the order for the withdrawals in the most tax efficient manner. Let's say I want to withdraw $100k annually (let's say I have enough to cover all expected years) the order of withdrawal is very critical for taxation as regular i...
by Yossi
Wed Sep 03, 2014 8:25 pm
Forum: General questions and comments
Topic: Source of Funding to Minimize Taxation
Replies: 3
Views: 3323

Source of Funding to Minimize Taxation

I am brand new to this website which looks promising. My question is regarding while in retirement can the tool provides recommendations as to where to pool the money from in sequence in order to minimize taxes as there are several "buckets" of funding sources during retirement. For example Deferred...