Retirement Income Strategy – What’s the Best Order to Withdraw Assets? Method #3

This last method of spending down different accounts is probably the most popular.  Method #3 I’ll call the Pro-Rata System.  Simply put, you take a proportionate percentage out of each type of account every year. For example, say you have 50% of assets in tax-deferred accounts, 25% in taxable accounts, and 25% in Roth accounts,…