Retiring With Enough

Withdrawal Sequencing- Which Pile First?


Listen Later

Send us Fan Mail

The conventional approach to withdrawing retirement funds generally involves withdrawing from taxable accounts first, followed by tax-deferred accounts, and finally tax-free accounts. This strategy can minimize taxes and maximize the growth of tax-advantaged investments. 

Does that mean that this is the best approach for everyone? Like most retirement-related topics, the answer is not a simple yes or no. 

If you’d like to be a part of a free online retirement community, join us on Facebook: 

https://www.facebook.com/groups/399117455706255/?ref=share




...more
View all episodesView all episodes
Download on the App Store

Retiring With EnoughBy Dr. Peter Guidry, CRPC™, LLC

  • 4.7
  • 4.7
  • 4.7
  • 4.7
  • 4.7

4.7

21 ratings


More shows like Retiring With Enough

View all
Sound Retirement Radio by Jason Parker

Sound Retirement Radio

450 Listeners

Retirement Answer Man by Roger Whitney, CFP®, CIMA®, RMA, CPWA®

Retirement Answer Man

1,312 Listeners

Retirement Starts Today by Benjamin Brandt CFP®, RICP®

Retirement Starts Today

543 Listeners

The Retirement and IRA Show by Jim Saulnier, CFP® & Chris Stein, CFP®

The Retirement and IRA Show

752 Listeners

Big Picture Retirement® by Devin Carroll, CFP® & John Ross, JD

Big Picture Retirement®

557 Listeners

Stay Wealthy Retirement Podcast by Taylor Schulte, CFP®

Stay Wealthy Retirement Podcast

694 Listeners

Retire With Purpose - The Retirement Podcast by Casey Weade

Retire With Purpose - The Retirement Podcast

576 Listeners

The Retirement Wisdom Podcast by Retirement Wisdom

The Retirement Wisdom Podcast

190 Listeners

Ready For Retirement by James Conole, CFP®

Ready For Retirement

828 Listeners

Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance) by Ari Taublieb, CFP®, MBA

Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)

597 Listeners

Retirement Planning Education, with Andy Panko by Andy Panko

Retirement Planning Education, with Andy Panko

1,062 Listeners

Retire With Style by Wade Pfau & Alex Murguia

Retire With Style

184 Listeners

The Great Retirement Debate with Ed Slott & Jeffrey Levine by The Great Retirement Debate with Ed Slott & Jeffrey Levine

The Great Retirement Debate with Ed Slott & Jeffrey Levine

139 Listeners

Retirement Answers by Jacob Duke, CFP®

Retirement Answers

100 Listeners

Live Long and Well with Dr. Bobby by Dr. Bobby Dubois

Live Long and Well with Dr. Bobby

132 Listeners