Ready For Retirement

Where Should I Pull Funds From First in Retirement?

December 29, 2020 James Conole, CFP® Episode 39
Ready For Retirement
Where Should I Pull Funds From First in Retirement?
Show Notes

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how to create the most income is important, but arguably less so than the tax implications of how those funds are withdrawn, and not just the for the first few years, but throughout the entirety of retirement.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?

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