Asset Liquidation Strategies
Karsten shares his approach to managing withdrawals from taxable investment accounts, emphasizing the importance of strategic asset liquidation. He discusses the need to sell higher-cost tax lots to minimize taxable gains and the importance of smoothing out taxable income throughout retirement. The conversation highlights the balance between rebalancing asset allocation and avoiding market timing, all while addressing the anxiety that can come with liquidating assets.In this clip
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427 | Drawdown Strategies: Karsten vs. Fritz
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