Retirement Answer Man

Can I Do a Reverse Dollar-Cost Averaging for Withdrawals in Retirement?


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Does a withdrawal strategy in retirement have to be complicated or can you simply do a reverse of dollar cost averaging?

In this episode, we’ll take a look at how reverse dollar-cost averaging would work by using an example and discover who it works for. Click play to learn if this withdrawal strategy would work for you. OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MAN PRACTICAL PLANNING SEGMENT WITH A LISTENER QUESTION 

  • [1:44] Is it okay to do a reverse dollar-cost average for withdrawals in retirement?

IN THE NEWS 

  • [14:30] The rules have changed for Inherited IRAs

LISTENER QUESTIONS 

  • [18:55] What should Vicky do with the proceeds from the sale of her home?
  • [24:09] What to do with a 10-year inherited IRA
  • [27:55] What is the best way to fund bucket #1 to prep for retirement?
  • [35:10] A topic suggestion

TODAY’S SMART SPRINT SEGMENT 

  • [36:11] Evaluate the resilience of your plan

Resources Mentioned In This Episode
Rock Retirement Club
Roger’s YouTube Channel - Roger That
BOOK - Rock Retirement  by Roger Whitney
Roger’s Retirement Learning Center
 

...more
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Retirement Answer ManBy Roger Whitney, CFP®, CIMA®, RMA, CPWA®

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