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Articles tagged "Colleen Jaconetti"


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Colleen Jaconetti:  Investors should consider spending from their taxable accounts before spending from their tax-deferred or tax-free accounts.

Why proper spending order is critical, to the tune of 70 bps, for RIAs to optimize client draw-down of retirement savings

A senior Vanguard analyst lays out a logical, if counterintuitive, method by which to extend savings

June 12, 2015 at 5:04 PM

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