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What Accounts Do I Withdraw From First In Retirement?
Manage episode 433212895 series 2446480
Treść dostarczona przez Sean Lee. Cała zawartość podcastów, w tym odcinki, grafika i opisy podcastów, jest przesyłana i udostępniana bezpośrednio przez Sean Lee lub jego partnera na platformie podcastów. Jeśli uważasz, że ktoś wykorzystuje Twoje dzieło chronione prawem autorskim bez Twojej zgody, możesz postępować zgodnie z procedurą opisaną tutaj https://pl.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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