FPA of Greater K.C. Annual Symposium 2021

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Why the Conventional Wisdom is Never the Optimal Withdrawal Strategy

Conventional wisdom says that a retiree should withdraw all funds from the taxable accounts until exhausted, then from tax-deferred accounts (TDAs) until exhausted, and then from tax-exempt accounts (TEAs).
But this idea is wrong. The largest financial services firms and all financial planning software rely on (and promote) the conventional wisdom. This article will help you understand why the conventional wisdom is never the optimal withdrawal strategy and how you can create smarter withdrawal strategies for your clients.

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