Friday, April 07, 2006
Prudential Financial Challenges Conventional Wisdom As To A Tax-Wise Retirement
Prudential Financial, Inc. announced today in a new white paper that traditional approaches to tapping retirement assets might not be tax-efficient. Tax Wise Retirement Distribution Planning suggests the conventional sequence for tapping retirement assets -- access taxable accounts (such as a taxable savings account) first, partially tax deferred assets (such as stock or a mutual fund held outside of an annuity or qualified plan) second, and tax deferred accounts (an IRA, annuity or qualified retirement plan) last -- may not be the most economical course for asset longevity or maximum wealth transfer.
Prudential Financial Challenges Conventional Wisdom As To A Tax-Wise Retirement
Source: Yahoo! Finance
Prudential Financial Challenges Conventional Wisdom As To A Tax-Wise Retirement
Source: Yahoo! Finance
Permalink posted by armandn @ 7:37 AM 
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