009: Putting Money Into Your IRA & 401k is Easy. Now How do You Get it Out?

Retirement Equals Freedom

Buckle up for this episode of The Retirement = Freedom Podcast, which with the help of co-hosts Josh Bretl, CPA and founder of FSR Wealth Strategies, and his best buddy “The Dave,” will make tax strategy and the timing of retirement account withdrawals more fascinating than you could ever have imagined!
On this exciting episode – laughs aside – we learn how very serious the financial consequences can be when we fail to put a savvy tax planning strategy in place. And it’s important to get the foundation right not after we retire, but well before! Josh explains some of the ramifications in terms of our 401k and IRA accounts’ net value, which can be severely impacted if we get the timing wrong when it comes to spending the proceeds.
You’ll also learn how – against all odds – Dave got a second date with his beautiful wife and why it equates with the phenomenal, frankly dumb, luck that people saving and investing for retirement have enjoyed over the last 10 years. But mothing lasts forever, so arm yourself with strategic advice. And remember: Your tax plan for retirement should be every bit as solid as your investment plan, so dedicate some time and consider getting help from a professional!
Want to schedule a complimentary discovery call with Josh, as mentioned on the show? Click here to start a conversation that could make a huge difference in the quality of your retirement and legacy you ultimately leave behind.
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