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  2. Where should you pull money from first in retirement? Here's ...

    www.aol.com/finance/where-pull-money-first...

    If you’re still pre-retirement and feeling the need for advice on how to choose the best IRA account for you, RothIRA.org provides personalized expert advice for anyone with a portfolio of $100K ...

  3. Where should you pull money from first in retirement? Here's ...

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    Overall, Fidelity suggests you withdraw no more than 4% to 5% from your savings in the first year of retirement, and increase the dollar amount annually by the inflation rate. If you can do that ...

  4. 3 Things Retirees Must Do Before Taking Their First ... - AOL

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    So how and when you choose to withdraw from various accounts — 401(k)s, Roth accounts, and other accounts — can impact your taxes in different ways.” Traditional IRAs and 401(k)s are ...

  5. 6 essential rules for building your ‘forever portfolio’

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    Manage your investments: If you’ve gotten this far and the thought of managing your own account feels overwhelming, a financial advisor can build and maintain a portfolio for you. Most advisors ...

  6. Here's Where You Should Pull Money From First in Retirement - AOL

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    If you pull out $60,000, you'll pay 15% for the first $50,000 and 25% only the $10,000 over $50,000. Pull from Roth accounts last If you have access to a Roth 401(k) or IRA, taking money from ...

  7. What to do when your CD matures: Taking advantage of your ...

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    You can withdraw your initial deposit plus any earned interest and move the funds wherever you see fit. You could reinvest the cash from your CD into a number of options: High-yield savings account.

  8. The rise of robo-advisors: How these smart platforms work to ...

    www.aol.com/finance/automate-investing-robo...

    2. Set up your robo-advisor account. You’ll follow three general steps to set up your account with your chosen robo-advisor,: Sign up online. Most robo-advisors offer fully online signup, so you ...

  9. Brokerage Account vs. IRA: Which Should I Tap First in ... - AOL

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    So it's conceivable that you might have some retirement savings in a regular brokerage account if there were a few years when you wanted to contribute more than what your IRA or 401(k) allowed for.

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    related to: can you choose which shares to sell first in retirement account due date