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Kiplinger
Kiplinger
Business
Steven L. Rich, RICP®, CLTC®, NSSA®, CF2

How to Coordinate Your Retirement Withdrawals to Save on Taxes

Senior Woman and Her Husband High Five As They Walk With Yoga Mats in the Park.

For many retirees, managing taxes becomes just as important as managing investments. The way income is withdrawn in retirement can have a meaningful impact on how much of that income ultimately stays in your pocket.

While tax laws are complex, certain provisions can create valuable opportunities when used thoughtfully.

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