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Where Should I Pull Funds From First in Retirement?

EPISODE · Dec 29, 2020 · 19 MIN

Where Should I Pull Funds From First in Retirement?

from Ready For Retirement · host James Conole, CFP®

Our topic on this episode of the Ready for Retirement podcast is about understanding where you should pull funds from first in retirement.How much of my retirement expenses are covered by fixed income sources and how much income do I need my portfolio to generate?When it comes to pulling funds in retirement, identifying how to create the most income is important, but arguably less so than the tax implications of how those funds are withdrawn, and not just the for the first few years, but throughout the entirety of retirement.Are you ready to start focusing on the things that truly matter when it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!

What this episode covers

Our topic on this episode of the Ready for Retirement podcast is about understanding where you should pull funds from first in retirement. How much of my retirement expenses are covered by fixed income sources and how much income do I need my portfolio to generate? When it comes to pulling funds in retirement, identifying how to create the most income is important, but arguably less so than the tax implications of how those funds are withdrawn, and not just the for the first few years, but th...

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Where Should I Pull Funds From First in Retirement?

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Frequently Asked Questions

How long is this episode of Ready For Retirement?

This episode is 19 minutes long.

When was this Ready For Retirement episode published?

This episode was published on December 29, 2020.

What is this episode about?

Our topic on this episode of the Ready for Retirement podcast is about understanding where you should pull funds from first in retirement.How much of my retirement expenses are covered by fixed income sources and how much income do I need my...

Can I download this Ready For Retirement episode?

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