Which Retirement Income Sources Should You Tap First?

Deciding which retirement income source to tap first can have a major impact on how long your savings last. In this episode, we break down key strategies to help you maximize your retirement funds while minimizing taxes.

We'll discuss:

• The pros and cons of withdrawing from taxable, tax-deferred, and tax-free accounts.
• How required minimum distributions (RMDs) can push you into higher tax brackets.
• The benefits of annuities for guaranteed lifetime income.
• Why delaying Social Security could boost your monthly payments.

Retirement planning doesn’t have to be overwhelming—having a solid strategy can make all the difference. Tune in to learn how to create a plan that works for you!

Listen now for expert insights and practical retirement tips and call Joe today at 800-6-WISDOM.