06/16/2026
Many investors spend decades focused on saving and growing their retirement assets. But what happens after retirement can be just as important.
The order and timing of withdrawals from taxable, tax-deferred, and tax-free accounts can have a meaningful impact on taxes, portfolio longevity, and overall retirement income. A thoughtful withdrawal strategy can help retirees make the most of the assets they've worked hard to accumulate.
Retirement planning isn't just about building wealthโit's also about creating an efficient plan to use it.
Do you have a strategy for where your retirement income will come from and when you'll access it?
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๐๐ฏ๐ฆ ๐๐ฆ๐ข๐ญ๐ต๐ฉ ๐๐ข๐ฑ๐ช๐ต๐ข๐ญ ๐๐ข๐ฏ๐ข๐จ๐ฆ๐ฎ๐ฆ๐ฏ๐ต ๐๐๐. ๐ช๐ด ๐ข ๐ณ๐ฆ๐จ๐ช๐ด๐ต๐ฆ๐ณ๐ฆ๐ฅ ๐ช๐ฏ๐ท๐ฆ๐ด๐ต๐ฎ๐ฆ๐ฏ๐ต ๐ข๐ฅ๐ท๐ช๐ด๐ฆ๐ณ. ๐๐ฉ๐ช๐ด ๐ฑ๐ญ๐ข๐ต๐ง๐ฐ๐ณ๐ฎ ๐ช๐ด ๐ด๐ฐ๐ญ๐ฆ๐ญ๐บ ๐ง๐ฐ๐ณ ๐ช๐ฏ๐ง๐ฐ๐ณ๐ฎ๐ข๐ต๐ช๐ฐ๐ฏ๐ข๐ญ ๐ฑ๐ถ๐ณ๐ฑ๐ฐ๐ด๐ฆ๐ด. ๐๐ข๐ด๐ต ๐ฑ๐ฆ๐ณ๐ง๐ฐ๐ณ๐ฎ๐ข๐ฏ๐ค๐ฆ ๐ช๐ด ๐ฏ๐ฐ ๐จ๐ถ๐ข๐ณ๐ข๐ฏ๐ต๐ฆ๐ฆ ๐ฐ๐ง ๐ง๐ถ๐ต๐ถ๐ณ๐ฆ ๐ณ๐ฆ๐ต๐ถ๐ณ๐ฏ๐ด. ๐๐ฏ๐ท๐ฆ๐ด๐ต๐ช๐ฏ๐จ ๐ช๐ฏ๐ท๐ฐ๐ญ๐ท๐ฆ๐ด ๐ณ๐ช๐ด๐ฌ ๐ข๐ฏ๐ฅ ๐ฑ๐ฐ๐ด๐ด๐ช๐ฃ๐ญ๐ฆ ๐ญ๐ฐ๐ด๐ด ๐ฐ๐ง ๐ฑ๐ณ๐ช๐ฏ๐ค๐ช๐ฑ๐ข๐ญ ๐ค๐ข๐ฑ๐ช๐ต๐ข๐ญ. ๐๐ฐ ๐ข๐ฅ๐ท๐ช๐ค๐ฆ ๐ช๐ด ๐ณ๐ฆ๐ฏ๐ฅ๐ฆ๐ณ๐ฆ๐ฅ ๐ฃ๐บ ๐๐ฏ๐ฆ ๐๐ฆ๐ข๐ญ๐ต๐ฉ ๐๐ข๐ฑ๐ช๐ต๐ข๐ญ ๐๐ข๐ฏ๐ข๐จ๐ฆ๐ฎ๐ฆ๐ฏ๐ต ๐๐๐. ๐ถ๐ฏ๐ญ๐ฆ๐ด๐ด ๐ข ๐ค๐ญ๐ช๐ฆ๐ฏ๐ต ๐ด๐ฆ๐ณ๐ท๐ช๐ค๐ฆ ๐ข๐จ๐ณ๐ฆ๐ฆ๐ฎ๐ฆ๐ฏ๐ต ๐ช๐ด ๐ช๐ฏ ๐ฑ๐ญ๐ข๐ค๐ฆ.