Addis Hill
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Addis Hill is a fiduciary and fee-only financial advisor firm based in the Greater Philadelphia area. We are dedicated to helping clients achieve their financial goals and transition smoothly into retirement and the next phase of their lives. We believe that retirement should be a time of relaxation and enjoyment, not stress and uncertainty. Let us help you take control of your financial future an
Which investment accounts do you pull from first in retirement?
Generally, you follow this rule of thumb:
1. non-retirement accounts
2. Retirement accounts (401k / IRA)
3. Roth accounts
However, every situation is different, and the real goal is finding a strategy that works for you, while also limiting the tax impact.
Here, Chip shares how withdrawal strategies fit into Addis Hill’s Optimized Tax Strategy approach.
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What’s the difference between a portfolio that stays fully invested over 25 years, and the portfolio that misses the 40 best days? A LOT!
We talk about staying disciplined day after day, but here Chip talks about why that’s so important. Missing just 40 of the best days in the market can have a massive impact on a portfolio, and the market recovery on April 8th showed just that!
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Address
200 W. Lancaster Avenue
Wayne, PA
19087
Opening Hours
| Monday | 9am - 5pm |
| Tuesday | 9am - 5pm |
| Wednesday | 9am - 5pm |
| Thursday | 9am - 5pm |
| Friday | 9am - 5pm |
