Posts tagged Distributions

Smart Account Withdrawals in Retirement: Keeping More of What You’ve Saved

Learn tax-efficient withdrawal strategies to maximize your retirement income, reduce taxes, and make the most of your savings. Tips for both retirees and pre-retirees are included.

Retirement PlanningParkshore Wealth ManagementNovember 15, 2024Tax Efficient Strategies, Distributions, RMDs, Roth Conversions, 401k, IRA, Brokerage, Retirement Income, Fiduciary

The Long-Term Implications of Retiring in a Down Market

Here’s why retiring in a down market can affect your retirement portfolio’s longevity.

Retirement PlanningParkshore Wealth ManagementApril 17, 2023Sequence of Returns, Down Market, Distributions