Living in Retirement


Tax-savvy withdrawals in retirement

March 20, 2014

Minimize the tax bite when withdrawing your assets

It's not what you earn but what you keep, and that goes for retirement spending too. Colleen Jaconetti and Maria Bruno of Vanguard's Investment Strategy Group say the order in which you withdraw your assets is a key factor to ensure your distributions are tax-efficient.

Watch the full replay »

Other excerpts from this webcast:

Important information

  • All investing is subject to risk, including the possible loss of the money you invest.
  • For more information about Vanguard funds, visit 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..
  • This webcast is for educational purposes only. We recommend that you consult a financial or tax advisor about your individual situation.