Where to Take Money From First in Retirement
Автор: Best Path Advisors
Загружено: 2025-11-03
Просмотров: 8984
Описание:
When it comes to retirement, one of the toughest decisions is where to pull your money from first. Should you tap into your taxable accounts, your tax-deferred 401(k)s or IRAs, or your tax-free Roth IRA? In this video, Liz reveals how to make this critical decision based on your income needs, tax bracket, and long-term goals. If you want to make the most of every dollar in retirement, tune in!
Here’s some of what we discuss in today’s show:
When to withdraw from different types of accounts
Staying in the lowest tax bracket possible
Leveraging Roth IRAs for tax-free withdrawals
Why tax planning in retirement is a year-round job
0:00 – Intro
0:41 – Types of Accounts
2:18 – Looking at Tax Brackets
3:45 – Strategic Withdrawal Techniques
5:24 – Review and Plan Yearly
#retirementincome #retirementplanning #incomeplanning
Want to retire on your best path? Subscribe to the channel for more financial planning insights:
/ @bestpathadvisors
Повторяем попытку...
Доступные форматы для скачивания:
Скачать видео
-
Информация по загрузке:
