Withdrawal Coordination of Accounts
We assist our clients in developing a withdrawal strategy that integrates funds from their retirement and investment accounts to minimize taxes and extend the longevity of their retirement savings. A well-coordinated plan with the right timing and order of withdrawals is crucial.
Our planning strategies include:
Withdrawal Coordination of Accounts
Tax-Loss Harvesting
Required Minimum Distributions (RMDs)
Net Unrealized Appreciation (NUA)
Roth Conversions Laddering
Charitable Gifting with Donor Advised Fund (DAF)