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Episode 75: Worst Way to Withdraw Retirement Funds

Oct 21, 2021

It is important to have a “decumulation” plan for your retirement assets.  Many people don’t realize these missteps can negatively impact how long your money will last in retirement.  Listen in to find out how to avoid these mistakes.

Here are just a handful of the things that we'll discuss:

  • Pay attention to taxability of your withdrawals
  • Are you claiming Social Security too soon
  • Use ROTH funds last unless you use them to balance a high tax year

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