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112. Withdrawal strategies in early retirement - A flexible strategy and account playbook to fund your retirement

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Manage episode 484831294 series 3473627
Content provided by Maggie Tucker. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Maggie Tucker or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

You've diligently saved and invested, and now comes the pivotal question: How do you live off those funds, especially in early retirement? We discuss the various withdrawal strategies, going beyond the basic 4% rule to explore dynamic and flexible approaches. Learn how to consider tax implications, access retirement accounts early without penalties, and build a resilient plan based on your specific situation and goals. Whether in the accumulation or spending phase, this will help you learn practical steps to create a thoughtful plan.

Get the full show notes, show references, and more information here: https://www.insideoutmoney.org/112-withdrawal-strategies-in-early-retirement-a-flexible-strategy-and-account-playbook-to-fund-your-retirement/

  continue reading

115 episodes

Artwork
iconShare
 
Manage episode 484831294 series 3473627
Content provided by Maggie Tucker. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Maggie Tucker or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

You've diligently saved and invested, and now comes the pivotal question: How do you live off those funds, especially in early retirement? We discuss the various withdrawal strategies, going beyond the basic 4% rule to explore dynamic and flexible approaches. Learn how to consider tax implications, access retirement accounts early without penalties, and build a resilient plan based on your specific situation and goals. Whether in the accumulation or spending phase, this will help you learn practical steps to create a thoughtful plan.

Get the full show notes, show references, and more information here: https://www.insideoutmoney.org/112-withdrawal-strategies-in-early-retirement-a-flexible-strategy-and-account-playbook-to-fund-your-retirement/

  continue reading

115 episodes

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