Accountant offers tips for drawing down assets

09/18/2011 | InvestmentNews (free registration)

The order in which clients withdraw their accounts can make a big difference in maximizing their retirement assets, accountant Robert Keebler told attendees of the FPA Experience 2011 conference. The decision should be based on factors including the clients' age and the tax implications of tapping into each account. Clients should try to hold off on taking Social Security until they reach 70 years of age, Keebler said.

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