Developing a Withdrawal Strategy for Your Fund Portfolio

    by John Markese

    Developing A Withdrawal Strategy For Your Fund Portfolio Splash image

    There comes a time when all that retirement money you have socked away in IRA, 401(k) and 403(b) accounts needs to be tapped, voluntarily or in required minimum distributions.

    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.

    Mutual funds by their structure make the withdrawal process easier, but do not eliminate all the challenges or automatically answer all your portfolio questions.

    ...To continue reading this article you must be registered with AAII.

    Gain exclusive access to this article and all of the member benefits and investment education AAII offers.
    JOIN TODAY for just $29.
    Register for FREE
    to read this article and receive access to future articles.

    Log in
    Already registered with AAII? Login to read the rest of this article.
    → John Markese