90% of retirees are making this miscalculation with their savings
The order in which you spend your money makes a difference for your taxes — and your enjoyment of life.
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# Investing Summary The article highlights that 90% of retirees are suboptimally sequencing their withdrawals across taxable, tax-deferred (401k/IRA), and tax-free (Roth) accounts, potentially increasing their lifetime tax burden and reducing portfolio longevity. Proper withdrawal sequencing strategies—prioritizing tax-efficient accounts based on individual circumstances—can materially improve after-tax returns and retirement sustainability without naming specific companies or market impacts.
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