How to Coordinate Portfolio Withdrawals with Social Security (And Other Income Sources) episode artwork

EPISODE · Feb 16, 2021 · 19 MIN

How to Coordinate Portfolio Withdrawals with Social Security (And Other Income Sources)

from Ready For Retirement · host James Conole, CFP®

Our topic on this episode of the Ready for Retirement podcast is about how to best coordinate portfolio withdrawals with Social Security (and other income sources).Questions answered: How can I best coordinate my portfolio withdrawals with when I intend on collecting Social Security? If I’m currently collecting Social Security, how much should I be withdrawing from my portfolio? How can I plan when to best withdraw funds from my portfolio based on my individual Social Security income options? How should my investments be allocated during retirement?Are you ready to start focusing on the things that truly matter when it comes to your financial future?LET'S CONNECT!FacebookLinkedInWebsiteENJOY THE SHOW?Don't miss an episode, subscribe via Apple Podcasts, Stitcher, Spotify, or Google PlayHave a question you want answered on a future episode? Submit it hereCreate Your Custom Strategy ⬇️Get Started Here.Join the new Root Collective HERE!

Episode metadata supplied by the publisher feed · Published Feb 16, 2021

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Our topic on this episode of the Ready for Retirement podcast is about how to best coordinate portfolio withdrawals with Social Security (and other income sources). Questions answered: How can I best coordinate my portfolio withdrawals with when I intend on collecting Social Security? If I’m currently collecting Social Security, how much should I be withdrawing from my portfolio? How can I plan when to best withdraw funds from my portfolio based on my individual Social Security income options...

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How to Coordinate Portfolio Withdrawals with Social Security (And Other Income Sources)

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