How to Properly Withdrawal from Retirement Accounts

from Retirement Roux with Simon & Simon Financial · host Gerald Simon, Chad Simon, Grant Simon

There is an art to properly withdraw from your retirement accounts and, if not done properly, it could cost you money. Grant & Chad discuss the right order in which to approach your withdrawal. They also looks at some red flags that could warn of adjustments needed to your current retirement thinking and he offers some tips in giving yourself confidence in spending in retirement. To connect with Gerald, Chad, Grant, and the team at Simon & Simon Financial, just call (800) 728-2225. Withdrawal, strategies, spending, RetirementRedFlags See omnystudio.com/listener for privacy information.

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This episode is 47 minutes long.

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This episode was published on October 29, 2021.

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