A Fresh Look at Retirement-Portfolio Withdrawals

Is it always the best decision for retirees to take required minimum distributions first, taxable accounts next, followed by traditional IRAs and 401(k)s, and lastly Roth IRAs and Roth 401(k)s?  In a recent article, Christine Benz, Morningstar's director of personal finance, outlined several scenarios when it does not make sense to be dogmatic about withdrawals from retirement portfolios.  Click here for her insights.  

Scott Middleton