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What Accounts Do I Withdraw From First In Retirement?
Manage episode 433212895 series 2446480
Το περιεχόμενο παρέχεται από το Sean Lee. Όλο το περιεχόμενο podcast, συμπεριλαμβανομένων των επεισοδίων, των γραφικών και των περιγραφών podcast, μεταφορτώνεται και παρέχεται απευθείας από τον Sean Lee ή τον συνεργάτη της πλατφόρμας podcast. Εάν πιστεύετε ότι κάποιος χρησιμοποιεί το έργο σας που προστατεύεται από πνευματικά δικαιώματα χωρίς την άδειά σας, μπορείτε να ακολουθήσετε τη διαδικασία που περιγράφεται εδώ https://el.player.fm/legal.
Planning for retirement involves many crucial decisions, one of which is determining the best order to withdraw from your retirement accounts. Traditional advice often suggests a sequential approach- pulling money out of one type of account completely before moving to the next. But is this really the best strategy for everyone?
Tune in as Sean shares some key factors to consider when deciding the best approach for your retirement planning.
Here’s some of what we discuss in this episode:
- Why Sean doesn’t believe a sequential withdrawal approach is best
- How different withdrawal strategies can affect your tax liabilities and Medicare premiums
- What does it mean to simultaneously pull money out of your accounts?
- Working with a professional to customize your withdrawal strategy
For more, visit us online at https://retirementelevatedpodcast.com/
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