• Which Retirement Income Sources Should You Tap First?

  • 2025/02/12
  • 再生時間： 11 分
  • ポッドキャスト

Which Retirement Income Sources Should You Tap First?

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  • 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-WIDSOM.
    続きを読む 一部表示

あらすじ・解説

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-WIDSOM.
続きを読む 一部表示
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