It’s Sunday, which means...it’s recap time here on the Retirement Quick Tips Podcast

This week the theme was: penalty-free early withdrawals for retirement 

In case you missed any episodes, here’s what we covered this week:

• Should You Start Portfolio Withdrawals In Your 50s?
• Which Investment Accounts To Withdraw First In Retirement
• 72(t) Withdrawal Rules...Explained
• Rule of 55 Withdrawals...Explained
• Use Roth Accounts For Penalty-Free Early Withdrawals?

Here’s the bottom line: Figuring out how to access your investment accounts for income in your 50s is not a black and white, easy answer issue. Your circumstances, your income needs, how much you have invested in various account types, and your tax situation will all influence the best withdrawal strategy for you. But the good news is that you do have options, so hopefully after listening this week you are better equipped to sort through those options and determine the right strategy for you if you’re planning an early retirement. 

Tomorrow, come on back, because we’re starting a brand new theme: Can Gratitude Help You Make Better Money Decisions? 

It’s Thanksgiving week, so it’s the perfect time to explore the connection between gratitude and money, and how fostering a spirit of gratefulness in your life can also help with your relationship with money. 

Thank you so much for listening this week! If this podcast is valuable for you (and hopefully it is otherwise you wouldn’t be listening), please share the show with a friend or co-worker who is getting close to retirement. Just go to your favorite podcasting app, hit the share icon, then text or email the show link to a friend and say, “I love this podcast and thought you might enjoy a listen.”

Thanks for sharing the love and spreading the word. My name is Ashley Micciche, this is the Retirement Quick Tips Podcast and lastly, I hope you have a blessed Sunday.

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Tags: retirement, investing, money, finance, financial planning, retirement planning, saving money, personal finance