Tax-efficient withdrawals in retirement



10/18/2017 Webcast: Retirement planning

In retirement, many investors turn to their investment portfolios to help meet their spending needs. If you hold both taxable and tax-deferred accounts, here are some guidelines to help you determine the most tax-efficient way to spend from your portfolio.

Important information
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All investing is subject to risk, including the possible loss of the money you invest. Be aware that fluctuations in the financial markets and other factors may cause declines in the value of your account. There is no guarantee that any particular asset allocation or mix of funds will meet your investment objectives or provide you with a given level of income. Diversification does not ensure a profit or protect against a loss.

This webcast is for educational purposes only. We recommend that you consult a tax or financial advisor about your individual situation.

Advice services are provided by Vanguard Advisers, Inc., a registered investment advisor.

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