Which Retirement Income Sources Should You Tap First?
Update: 2025-02-12
Description
Which Retirement Income Sources Should You Tap First?
Deciding which retirement income source to tap first can have a major impact on how long your savings last. In this episode, we break down key strategies to help you maximize your retirement funds while minimizing taxes.
We'll discuss:
- The pros and cons of withdrawing from taxable, tax-deferred, and tax-free accounts.
- How required minimum distributions (RMDs) can push you into higher tax brackets.
- The benefits of annuities for guaranteed lifetime income.
- Why delaying Social Security could boost your monthly payments.
Retirement planning doesn’t have to be overwhelming—having a solid strategy can make all the difference. Tune in to learn how to create a plan that works for you!
Listen now for expert insights and practical retirement tips and call Joe today at 800-6-WISDOM.
Comments
In Channel
Download from Google Play
Download from App Store
United States00:00
00:00
x
