July 1, 2025

Withdrawal Sequencing- Which Pile First?

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 commun...

Also available on Apple Podcasts ↗