Tax-Efficient Draw Down Strategies
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Tax-Efficient Draw Down Strategies

1 year ago · 224.4 KB Download



The first of two pages of the chart includes the following information:

  • Income tax brackets for each type of filing status,

  • Describes the three main types of retirement investment accounts,

  • Lists ten tax-efficient retirement portfolio strategies,

  • Defines key draw down concepts,

  • Gives a tax structure overview,

  • Describes the tax-efficient draw down decision matrix, and

  • Reviews the basis recovery rules of retirement accounts.

The second page describes:

  • The various types of retirement income, and

  • How the various types of retirement income

Download the Tax-Efficient Draw Down Strategies

File name: draw-down-strategies-chart.pdf

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