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What Accounts Do I Withdraw From First In Retirement?
Manage episode 433212895 series 2446480
Konten disediakan oleh Sean Lee. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Sean Lee atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.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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