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I can see a case for it, though. Not only because any changes to CGT will probably come into force before Rachel Reeves has even finished her bedtime cocoa for the day, but also because it’s hard to imaginelowerCGT rates anytime soon, even if they don’t go up in 2024. If you’...
and a Social Security payment that doesn’t cover all your living expenses. Perhaps you have an annuity that smooths out your income stream. If so, that’s great. Though, unless it’s inflation-adjusted, you may still need to harvest investments to meet ongoing expenses over time....
It’s been working for people for at least a hundred years, so taking out a few bonds with the government can’t hurt. Just don’t cash them in until they’re mature or you could lose what you initially invested! Fixed Annuity A fixed annuity is riskier than a savings account/bond bu...
Which accounts do you withdraw from first, and last? How do you deal with Required Minimum Distributions (RMDs)? How do you integrate it all with your Social Security benefits, and when should you start those anyway? Finally, should you throw some or all of your assets into anannuityto si...