• Accessible Finance Episode 40: Retirement Part 2 - Withdrawal Strategies

  • Jun 23 2024
  • Length: 34 mins
  • Podcast

Accessible Finance Episode 40: Retirement Part 2 - Withdrawal Strategies

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  • Summary

  • In this episode we discuss withdrawal strategies during retirement and the factors that should be considered.


    How is my income going to be provided during retirement, and is there anything I can do to optimize my tax situation? Also, is it possible for Eric to work Roth conversions into every episode?


    We explore the various withdrawal strategies and the impact that tax planning has in pre-retirement as well as early retirement years, before Social Security elections and RMDs (Required Minimum Distributions). Also, yes, we absolutely discuss Roth conversion ladders to fill lower marginal brackets in early retirement years.

    If you would like us to discuss your specific scenario without providing financial advice, feel free to write to us at podcast@equilibriumfp.com. We will anonymize your personal information. Thanks!


    If you have questions, topics, or a scenario of your own that you'd like us to incorporate into our podcast, please direct them to Podcast@equilibriumfp.com or visit us on our website at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠equilibriumfp.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.
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Economics Personal Finance
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