Diversifying your holdings really gives you a lot of flexibility to be as tax-efficient as possible in retirement. Maria Bruno More Quotes by Maria Bruno More Quotes From Maria Bruno People who have left the workforce with large tax-deferred accounts can do some smart planning between age 65 and 70, presumably you have moved to a lower marginal tax bracket, so it may make sense to accelerate some of that income, and the tax liability. Maria Bruno money You just want to be careful not to bump yourself into a higher marginal bracket, and if you are on Medicare, you’ll want to avoid triggering the high-income premium surcharges. Maria Bruno money The withdrawals are not taxed, but this is an area where some people tend to get confused. Maria Bruno money
