A lot is being written about how much money Americans can withdraw from their investments to fund their retirement years. Now, a new research institute launched by Fidelity Investments has outlined the order in which money should be withdrawn from various taxdeferred and taxable investment accounts. Described as the ‘withdrawal hierarchy,’ the Fidelity Research Institute suggests the order, with modifications made courtesy of other financial planning experts.

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onfused about your retirement account options as a small business owner or self-employed person? Is your insurance company or payroll processor telling you that they have the cheapest plans? Not sure how to put the most in for yourself while keeping your employees happy? Not sure what your “fiduciary” obligations are? Need help in picking the right funds? Call toll-free 866-882-7817 to set up a no-obligation, free one-hour consultation. Jim Frazin is a fee-only Certified Financial Planning® professional.

*Jim Frazin, CFP® is an Investment Advisory Representative of First Affirmative Financial Network, LLC, an independent investment advisory firm registered with the SEC. Investments are not federally insured by NCUA/NCUSIF or FDIC and are not credit union guaranteed and may lose value.