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What Accounts Do I Withdraw From First In Retirement?
Manage episode 433212895 series 2446480
Sean Lee에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Sean Lee 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.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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