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Where Should I Pull Funds From First in Retirement?
Book a free consultation to get started today 👉 https://www.rivertreewealth.com/get-started
Not sure where to pull income from first in retirement? It can be a overwhelming to figure this out because of the impact your distributions have on other items in retirement such as Social Security taxes, RMDs, Medicare Premiums, and more.
This week on the podcast I share some ideas around how to decide where to pull income from first in retirement.
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Website: https://www.rivertreewealth.com
LinkedIn: https://www.linkedin.com/in/jacobduke
Jacob Duke, CFP, MBA is the founder of Rivertree Wealth and the host of the Retirement Answers podcast.
đź”” Subscribe to the channel and press the bell icon so you never miss a video!
DISCLAIMER: This video is not meant to be taken a tax, legal, or investment advice. All content is for educational purposes only.
View all episodes
By Jacob Duke, CFP®
4.9
9898 ratings
Book a free consultation to get started today 👉 https://www.rivertreewealth.com/get-started
Not sure where to pull income from first in retirement? It can be a overwhelming to figure this out because of the impact your distributions have on other items in retirement such as Social Security taxes, RMDs, Medicare Premiums, and more.
This week on the podcast I share some ideas around how to decide where to pull income from first in retirement.
———————————————————————————
Website: https://www.rivertreewealth.com
LinkedIn: https://www.linkedin.com/in/jacobduke
Jacob Duke, CFP, MBA is the founder of Rivertree Wealth and the host of the Retirement Answers podcast.
đź”” Subscribe to the channel and press the bell icon so you never miss a video!
DISCLAIMER: This video is not meant to be taken a tax, legal, or investment advice. All content is for educational purposes only.
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