• An Efficient Approach to Retirement Income

  • Jun 24 2024
  • Duración: 43 m
  • Podcast

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An Efficient Approach to Retirement Income

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  • Resumen

  • With more and more people saving a portion of their money on a Roth basis, the next generation of retirees will have greater opportunities for maximizing tax efficiency when it comes to taking retirement income. Donna and Nathan discuss the importance of order of distribution when it comes to drawing from your retirement assets. Also on MoneyTalk, and Stock Trivia: Two Truths and a Lie.

    Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®; Air Date: 6/20/2024. Have a question for the hosts? Visit sowafinancial.com/moneytalk-radio to join the conversation!

    See omnystudio.com/listener for privacy information.
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