Don't Use the Wrong Accounts First in Retirement!

Описание: It’s crucial to understand where to withdraw funds from first in retirement once you start relying on your investments for your monthly paycheck.

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Timestamps
0:00 - Using the wrong accounts first
0:56 - Start with your income sources
3:06 - Different types of accounts
4:37 - A baseline strategy for withdrawals
7:08 - Taking it to the next level
9:45 - Putting it all together
10:52 - Exceptions and tax considerations
11:58 - Do you want to keep more money?

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-- About Patrick King CFP® --
Patrick King is a fee-only financial advisor in Atlanta and the Founder of Prana Wealth. Over his career, Patrick has helped CEOs, all-star athletes, Grammy-winning artists, and many others build their wealth, retire sooner, and create a legacy. Patrick enjoys yoga, mountain biking, golf, travel photography, and Clemson football.

Let’s connect:
LinkedIn – PatrickBKing
Facebook – @pranawealth
Instagram – @pranawealth
Twitter – @PranaWealth
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