How To Allocate - And Withdraw - Your Assets
Update: 2022-03-29
Description
There are at least three important pieces to the retirement portfolio puzzle: asset allocation, asset location, and asset withdrawal. The first two are related to the accumulation (or saving) phase, and the third has to do with the decumulation (or withdrawal) phase.
Which assets should go where when saving for retirement? Tax-free, tax-deferred, or personal accounts? A combination of some or all? And when you're taking the assets out of the portfolio, which one(s) should ideally come out first?
Get the answers to these questions from podcast host Johnny Dean and his regular guest, "Professor" Rick Plum, CFP® on this week's episode of Managing Your Financial Future!
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