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Where to Take Money From First in Retirement

When it comes to retirement, one of the toughest decisions is where to pull your money from first. Should you tap into your taxable accounts, your tax-deferred 401(k)s or IRAs, or your tax-free Roth IRA? In this video, Liz reveals how to make this critical decision based on your income needs, tax bracket, and long-term goals. If you want to make the most of every dollar in retirement, tune in! Here’s some of what we discuss in today’s show: When to withdraw from different types of accounts Staying in the lowest tax bracket possible Leveraging Roth IRAs for tax-free withdrawals Why tax planning in retirement is a year-round job 0:00 – Intro 0:41 – Types of Accounts 2:18 – Looking at Tax Brackets 3:45 – Strategic Withdrawal Techniques 5:24 – Review and Plan Yearly #retirementincome #retirementplanning #incomeplanning Want to retire on your best path? Subscribe to the channel for more financial planning insights:    / @bestpathadvisors