Saving for Retirement

 

Managing a Roth IRA in retirement

October 23, 2013
 
 

Learn what to consider when taking withdrawals from your retirement accounts

Being a tax-efficient investor doesn't end when you retire. In fact, tax-efficient investing can be even more important so your savings can last a lifetime. Maria Bruno and Joel Dickson of Vanguard's Investment Strategy Group and Alisa Shin of Vanguard Asset Management Services™ explain what to consider when deciding when—and how—to take withdrawals from your retirement accounts.

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Important information

  • All investing is subject to risk, including the possible loss of the money you invest.
  • Withdrawals from a Roth IRA are tax free if you are over age 59½ and have held the account for at least five years; withdrawals taken prior to age 59½ or five years may be subject to ordinary income tax or a 10% federal penalty tax, or both.
  • This webcast is for educational purposes only. We recommend that you consult a tax or financial advisor about your individual situation.

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