Financial Matters Search

Planning the Withdrawal of Your Retirement Assets

An efficient withdrawal strategy may be able to improve the overall performance and longevity of a retirement portfolio. Certain tactics for drawing cash from retirement assets may have more favorable tax implications for the investor. It is also possible to manage portfolio rebalancing in order to minimize transaction costs. Other factors that have a significant impact on withdrawal strategy include IRS required minimum distribution rules and large holdings of company stock in a qualified retirement plan.

Content is provided by Wealth Management Systems Inc. as a service to Wells Fargo. Copyright © 2021, Wealth Management Systems Inc. All rights reserved.