GRFTFS: We're 66 and Retired — How Much Can We Withdraw?

This week: is the 4% rule still safe, getting ready for Medicare, forced Roth catch-up contributions, and where a $300 raise should go. Call us at 866-653-PLAN (866-653-7526) or email [email protected] to talk through your own situation. On this episode: - Karen (66, just retired): Our advisor always talked about the 4% rule — how much can we actually safely pull from our accounts each year? - Wanda (turning 65 in November): I keep hearing I need to "get ready for Medicare," but nobody's told me what that means. Where do I start? - Nolan: My company is forcing some of my 401(k) catch-up contributions into Roth next year. Why, and what do I need to do differently? - Chloe: I just got my first real raise, about $300 more a month. Should it go toward investing or something else? Helping families discover, protect, and share true financial independence. Got a question for next week's show? Text or leave a voicemail at 501-381-5228, or email [email protected]