The Real Retirement Podcast

The Secret to Paying for Large Expenses Tax Efficiently


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Have you ever needed to take a large withdrawal from your retirement account over and above your monthly income needs? Maybe you need a new car or have wanted to purchase a boat for your lake house. 

How do you go about making these withdrawals without getting killed in taxes and jeopardizing the rest of retirement? You'll find out in this episode.

For more content on how to retire confidently, head over to: www.birchwoodcapital.com/writings

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The Real Retirement PodcastBy Stephen H. Nelson, CFA, CFP®