Where Should I Withdraw Money From First In Retirement?

Where Should I Withdraw Money From First In Retirement?

Update: 2024-07-011
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Most people take income in retirement and hope they never run out of money. I also hope you don't run out..but I don't want you dying with millions (unless there are specific legacy goals) or paying more taxes than necessary along the way.

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Ari Taublieb, CFP ®, MBA is the Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

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Where Should I Withdraw Money From First In Retirement?

Where Should I Withdraw Money From First In Retirement?

Ari Taublieb, CFP®, MBA