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Benefits of a Tax-Efficient Distribution Strategy

  • Writer: Jesse Waters
    Jesse Waters
  • Jan 23, 2024
  • 1 min read

You've spent years building your nest egg, investing in brokerage accounts, 401Ks, and. Roth Account. Now that you've retired, which account should I withdraw money from first?


If your withdrawals bump you into a higher tax bracket, you might have to pay taxes on your hard earned money.


It might sound complicated, but  there's a clear solution: tax-efficient customized distribution strategies.




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