Developing a Withdrawal Strategy for Your Fund Portfolio
by John Markese
Individual investors usually have a majority, if not all, of their tax-sheltered retirement account investments in mutual funds. What is also common is to have additional retirement assets in mutual funds and other investments that are not in tax-sheltered retirement accounts, adding another level of complexity to your retirement withdrawal strategy.
In this article
- RMD Rules
- Balancing Fund Withdrawals
- Calculated Withdrawals
- "Safe" Withdrawals
- Sources for IRS Rules on Retirement Plans
- Mutual Fund Site Education Areas
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Mutual funds by their structure make the withdrawal process easier, but do not eliminate all the challenges or automatically answer all your portfolio questions.
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