• Retirement Income Strategies: IRA vs. Brokerage Withdrawals (The Tax-Smart Choice for Retirees)

  • Jun 25 2024
  • Duración: 33 m
  • Podcast

Retirement Income Strategies: IRA vs. Brokerage Withdrawals (The Tax-Smart Choice for Retirees) Por arte de portada

Retirement Income Strategies: IRA vs. Brokerage Withdrawals (The Tax-Smart Choice for Retirees)

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  • Resumen

  • Mark asks a common question – What should I do regarding my withdrawal strategy? Should I first pull from my brokerage account or my IRA?

    There is no one-size-fits-all answer, but James provides a framework for creating a strategy to increase your odds of getting the most out of your money saved. He walks through the pros and cons of first pulling from your IRA versus a brokerage account, taking into consideration required distributions, tax rates and strategies, capital gains, Roth conversions, tax gain harvesting, and charitable giving.

    Questions answered:
    What are the tax implications of giving to family members versus charities?

    How should capital gains affect my withdrawal and tax strategy?

    Timestamps:
    0:00 - Mark’s question
    3:12 - Pros of pulling from IRA
    7:24 - Lower tax rate today
    9:27 - Cons of pulling from IRA first
    11:38 - Charitable giving
    13:58 - Pros of brokerage pulls
    18:40 - Other potential pros
    21:39 - Cons of pulling from brokerage
    26:03 - Things to consider
    30:50 - Wrapping up

    Create Your Custom Strategy ⬇️


    Get Started Here.
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