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5 Best Tax Planning Strategies for Retirees To Do Now. Marc Guberti. December 27, 2024 at 2:00 PM. ... while a Roth IRA shields your portfolio from capital gains taxes and dividends.
This strategy makes a lot of sense. In retirement, past sources of income may not be available. And investment portfolios must be relied on to help satisfy life's expenses. But don't forget about ...
Many retirees follow a 4% withdrawal rule. Essentially, they withdraw 4% of their portfolio each year to cover expenses and hope that the portfolio appreciates by more than 4% in the same year.
The tax benefits are another big reason these have appeal for retirees. Index-fund portfolios (especially ETF portfolios) tend to have low tax costs, especially on the stock side, Benz said.
Learn how to optimize your retirement portfolio with these top ETF choices designed for steady returns and peace of mind.
5. U.S. Treasury bills, notes and bonds. Treasury bills, notes and bonds are assets that the U.S. Department of the Treasury issues to raise money for the U.S. government.