Where Should You Pull Funds from First in Retirement?

Описание: When you retire and you no longer have a paycheck, it can be overwhelming to determine where to pull income from first. Should your retirement income come from your investment accounts, social security, pension, rental income or some other source? In this comprehensive video, James Conole is talking about how to maximize your retirement income, how to reduce your retirement expenses, and how to avoid paying any additional taxes in retirement.

Be sure to watch until the end to see the tips on retirement planning and how to get the most out of your retirement portfolio.

00:00 - Introduction
1:00 - Income in Retirement
1:30 - Any Fixed Income Sources?
2:48 - Social Security
4:16 - Managing All Of Your Accounts
5:10 - Tax-Free Growth
6:54 - Understanding Your Taxable Income
8:47 - Investment Portfolio Strategy
10:11 - How To Keep Your Taxes Low
11:38 - How To Pay 0% in Taxes
12:02 - Provisional Income (Social Security)
13:20 - Medicare Surcharges
14:06 - Overview
15:05 - SUBSCRIBE!

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Advisory services are offered through Root Financial Partners, LLC, an SEC-registered investment adviser. This content is intended for informational and educational purposes only and should not be considered personalized investment, tax, or legal advice. Viewing this content does not create an advisory relationship. We do not provide tax preparation or legal services. Always consult an investment, tax or legal professional regarding your specific situation.

The strategies, case studies, and examples discussed may not be suitable for everyone. They are hypothetical and for illustrative and educational purposes only. They do not reflect actual client results and are not guarantees of future performance. All investments involve risk, including the potential loss of principal.

Comments reflect the views of individual users and do not necessarily represent the views of Root Financial. They are not verified, may not be accurate, and should not be considered testimonials or endorsements.

Participation in the Retirement Planning Academy or Early Retirement Academy does not create an advisory relationship with Root Financial. These programs are educational in nature and are not a substitute for personalized financial advice. Advisory services are offered only under a written agreement with Root Financial.