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Retirement income puzzle...Where to pull funds from first!

Retirement income puzzle...Where to pull funds from first!
Sep 25, 2023 · 13m 6s

Planning your retirement income can be like solving a complex puzzle. Do I take funds from my tax free account? Do I sell some investments? In this video we explore...

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Planning your retirement income can be like solving a complex puzzle. Do I take funds from my tax free account? Do I sell some investments?

In this video we explore some strategies to pay less in income taxes so you have more income and we look at some of the essential factors to consider when deciding where to start your withdrawals, ensuring a financially secure and worry-free retirement.


DISCLAIMER: I’m not a financial adviser. These videos are for educational purposes only. No official financial advice is being given. Please always check with a professional before making any investments or financial decisions. Your investments are your sole responsibility, these videos merely share my own opinions with no guarantee of gain or losses.

Please join our facebook group at www.facebook.com/groups/lifestartsatretirement
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Author Maureen Dobranski
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