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50s & 60s Risk: Withdrawal Rate

Retirees may need guidance to determine a withdrawal rate that will be sustainable over a long retirement, as well as the sequence of withdrawals. Retirees may have both tax-deferred traditional accounts and tax-free Roth retirement accounts. For those individuals with various sources of potential income it may be wise to consult a tax expert.

Investment products: Not FDIC Insured - No Bank Guarantee - May Lose Value.