How do you feel about your long-term financial security?

Markets rebounded sharply on Thursday as investors welcomed an interim US-Iran peace deal that reopened the Strait of Hormuz and eased concerns about another energy-driven inflation shock.

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At Duncan Williams Asset Management, we know traditional 401(k) withdrawals in retirement are generally taxed as ordinary income. When and how you draw from these accounts can significantly affect both your lifetime tax bill and the net income you actually spend.

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At Duncan Williams Asset Management, we understand that life rarely stays the same, especially in retirement. That’s why we encourage you to take a fresh look at your “retirement paycheck” every year—particularly if your 401(k) is a main source of income. 

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