• Where Should I Withdraw Money From First In Retirement?

  • Jul 1 2024
  • Duración: 26 m
  • Podcast

Where Should I Withdraw Money From First In Retirement?

  • Resumen

  • 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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