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Kiplinger
Kiplinger
Business
Donna Fuscaldo

The 'Take That, Uncle Sam' Rule of Retirement Spending

Older man happy looking over his financials .

Death and taxes are life's two certainties, but what if you could have more control of the latter in retirement? That’s the goal of the "Take That, Uncle Sam" rule of retirement spending.

With this approach, money is withdrawn strategically to limit your tax exposure. The less you pay Uncle Sam, the more you have to spend or leave to your heirs.

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