Posted By T. Lee Sherbakoff, CPA/PFS, CFP® on Jul 16, 2018
Many people assume that when retirement rolls around, they should draw cash from their taxable accounts first. Generally, this is a good idea; but not always.
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T. Lee Sherbakoff, CPA/PFS, CFP®
In his role as Financial Advisor, Lee Sherbakoff specializes in creating and executing financial plans that lead to sustainable long-term, real life returns in order to meet his clients’ deepest and most important financial goals and objectives. Lee is committed to his clients and offers independent, non-conflicted financial advice, strong ethical practices, and a profound duty to service.