Where Should You Pull Money From First in Retirement?
Автор: Rich Retirement
Загружено: 2026-03-10
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Where Should You Pull Money From First in Retirement?
Most retirees never think about the order they pull money from their accounts, but that order has a huge impact on how much tax gets paid in retirement. This video breaks down the three types of retirement accounts, why the traditional withdrawal order can backfire, how Required Minimum Distributions at age 73 can create a surprise tax problem, and why the Roth conversion window is one of the most underused strategies in retirement. Whether money is sitting in a taxable account, a traditional IRA, or a RotH, knowing which one to tap first, and when, can mean keeping thousands more of what was saved.
#RetirementPlanning #RetirementIncome #RothConversion
📌 Disclaimer: These videos are for educational purposes only and do not constitute financial, tax, or legal advice. Always consult a qualified financial professional before making any retirement or investment decisions.
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