Big Picture Retirement®

#091: Retirement Drawdown Strategies Part 1


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When you stop working, you've put aside some money into different types of accounts, and maybe you have a pension, or some rental property, or other investments. How do you start converting those assets into an income stream that will last for the rest of your life?

Brandon Renfro, Ph.D., joins Devin on a discussion about:

  • The tax torpedo
  • The Net Unrealized Appreciation Rule
  • Provisional income and how much of your Social Security is taxable

For more details, visit the show notes at https://www.bigpictureretirement.net/091

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Big Picture Retirement®By Devin Carroll, CFP® & John Ross, JD

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