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. 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. © 2013 The Vanguard Group, Inc. All rights reserved.
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Duration: 4m 48s
Rating: 10