Posted on Jun 29, 2022

In What Order Should You Tap Your Retirement Funds? | Kiplinger

LTC Eugene Chu

323

First taxable, then tax-deferred, lastly Roth...

In What Order Should You Tap Your Retirement Funds? | Kiplinger

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Posted 2 y ago

Responses: 1

Maj Robert Thornton

Posted 2 y ago

Overall, a reasonable scenario. However, there is another way to avoid taxes when withdrawing from an IRA. You may, at 70 1/2 use your IRA to fund your charitable contributions tax free.

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In What Order Should You Tap Your Retirement Funds? | Kiplinger

In What Order Should You Tap Your Retirement Funds? | Kiplinger

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