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Retirement: Withdrawal Rates, Longevity and RMD Taxes
There are two main concerns for retirees when drawing down assets in retirement. The first is longevity risk which is whether they will have enough money to last their lifetime. The second is minimizing tax obligations to keep more of their retirement savings. Retirees need to consider a few key decisions to help navigate these two concerns. These include deciding on a safe withdrawal rate of savings in retirement, when to apply for Social Security Retirement Benefits and how
Nate Carter
5 min read
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