Opher Ganel
Apr 3, 2024

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I think this was proposed by retirement researcher Wade Pfau. It's counterintuitive but can certainly help avoid sequence of returns risk. Still, as you say, there are consequences to be aware of.

The taxable event thing shouldn't be an issue in tax-deferred or Roth accounts.

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Opher Ganel
Opher Ganel

Written by Opher Ganel

Consultant | systems engineer | physicist | writer | avid reader | amateur photographer. I write about personal finance from an often contrarian point of view.

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