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Distributions from Retirement Accounts. Best Sequence to Minimize Taxes?
My wife and I are both over 59-1/2, under 70, and currently working. We're ready to start taking distributions from our retirement accounts.
She has a Roth, a Traditional whose contributions were deductible, and a Traditional whose contributions were not deductible.
I have a Roth, a SEP, a Solo 401k, and a Traditional whose contributions were not deductible.
Regarding distributions, what sequence, from which accounts, would be best in order to minimize taxation?
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‎September 26, 2022
3:18 AM