In this episode of Ready for Retirement, Ari Taublieb, MBA guest hosts the Ready for Retirement podcast to discuss where you should pull income from first when you retire early. Ari Taublieb, MBA is the Vice President of Root Financial Partners and a Financial Advisor. This episode is part three of a three-part series.
Episode Summary:
Timestamps:
00:00 - Introduction
1:41 - Assumptions
4:51 - Life First, Money Second
7:24 - Inflation & Taxes
9:55 - Rule of 55
12:17- 72(t) Distribution
15:30 - Income Needs
18:28 - Capital Gains Explained
22:15- How To Minimize Income
25:57 - Not Qualified
28:35 - Align Your Money With Your Goals
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