Tax Center

 

Learn how to withdraw your assets in retirement

June 11, 2013
 
 

Vanguard experts discuss retirement drawdown strategies

If you want to be a tax-savvy investor, it's important to consider which accounts to tap for living expenses—and when. Maria Bruno and Joel Dickson from Vanguard's Investment Strategy Group describe the order you can use to minimize taxes when withdrawing funds for retirement.

Other excerpts from this webcast:

Notes:

  • All investments are subject to risk, including the possible loss of the money you invest.
  • For more information about Vanguard funds, visit Funds, Stocks & ETFs or call 877-662-7447, to obtain a prospectus. Investment objectives, risks, charges, expenses, and other important information about a fund are contained in the prospectus; read and consider it carefully before investing.
  • When taking withdrawals from an IRA before age 59½, you may have to pay ordinary income tax plus a 10% federal penalty tax.
  • We recommend that you consult a financial or tax advisor about your individual situation.