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.

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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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