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Which account to draw first when you stop working

A $1.4M mix of IRA, Roth, and brokerage can leave very different tax bills depending on order. Here is a worked example.
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Planning
January 14, 2026
Insights
When a Roth conversion year is worth the tax bill
Taxes
March 3, 2026
Insights
What a bad first decade does to a $1.2M nest egg
Risk
November 18, 2025
Insights
Income cliffs that flip a good year into a bracket jump
Income
June 9, 2019

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