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6 Retirement Withdrawal Mistakes to Avoid
Manage episode 418545433 series 1378231
How much money are you going to take from what accounts, and when are you going to take it in retirement? Logan DeGraeve, CFP®, AIF® and Chris Rett, CFP®, AIF® want to make sure that you have a retirement distribution strategy that has you withdrawing money from your accounts in the most efficient way possible, so they shared 6 retirement withdrawal mistakes to avoid on today's show.
Meet With Us: https://bit.ly/3yjpq5J Click to follow link." href="https://nam11.safelinks.protection.outlook.com/?url=https%3A%2F%2Fbit.ly%2F3yjpq5J&data=05%7C02%7Cpaul.manger%40modwm.com%7Cca2ad3a8d89940e288df08dc7523298d%7C7699dbba1f9741759b7124d98a183b0d%7C0%7C0%7C638514041102812973%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C0%7C%7C%7C&sdata=Lwq8DTwSLjPcTV4Dz%2BPX3asieXc%2BE9CeKOdXLPpkKjU%3D&reserved=0"> https://bit.ly/3yjpq5J
Retirement Checklist: https://bit.ly/3UGeQNz Click to follow link." href="https://nam11.safelinks.protection.outlook.com/?url=https%3A%2F%2Fbit.ly%2F3UGeQNz&data=05%7C02%7Cpaul.manger%40modwm.com%7Cca2ad3a8d89940e288df08dc7523298d%7C7699dbba1f9741759b7124d98a183b0d%7C0%7C0%7C638514041102819178%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C0%7C%7C%7C&sdata=95rO4ckCOllGFGYz8TzxAC4y65mLBCxmTFssNmV171w%3D&reserved=0"> https://bit.ly/3UGeQNz
Planning Tool: https://bit.ly/3WO4iyJ
401(k) Factors You Need to Know: https://www.youtube.com/watch?v=1jThp63KUkc
Setting Up a Spending Plan for Retirement: https://youtu.be/5CHb7BAAI2Q
Setting Up Your Portfolio for Retirement: https://youtu.be/0q6hPmtUdwU
Busting Retirement Planning Myths: https://youtu.be/lP6o9iYCA3o
Taxes on Retirement Income: https://youtu.be/I9UUlenPT8Y
Health Care Costs During Retirement: https://youtu.be/7ffrE3wnBuc
Roth Conversion Questions from the Internet: https://youtu.be/65uerfp0DdU
300 episoder
Manage episode 418545433 series 1378231
How much money are you going to take from what accounts, and when are you going to take it in retirement? Logan DeGraeve, CFP®, AIF® and Chris Rett, CFP®, AIF® want to make sure that you have a retirement distribution strategy that has you withdrawing money from your accounts in the most efficient way possible, so they shared 6 retirement withdrawal mistakes to avoid on today's show.
Meet With Us: https://bit.ly/3yjpq5J Click to follow link." href="https://nam11.safelinks.protection.outlook.com/?url=https%3A%2F%2Fbit.ly%2F3yjpq5J&data=05%7C02%7Cpaul.manger%40modwm.com%7Cca2ad3a8d89940e288df08dc7523298d%7C7699dbba1f9741759b7124d98a183b0d%7C0%7C0%7C638514041102812973%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C0%7C%7C%7C&sdata=Lwq8DTwSLjPcTV4Dz%2BPX3asieXc%2BE9CeKOdXLPpkKjU%3D&reserved=0"> https://bit.ly/3yjpq5J
Retirement Checklist: https://bit.ly/3UGeQNz Click to follow link." href="https://nam11.safelinks.protection.outlook.com/?url=https%3A%2F%2Fbit.ly%2F3UGeQNz&data=05%7C02%7Cpaul.manger%40modwm.com%7Cca2ad3a8d89940e288df08dc7523298d%7C7699dbba1f9741759b7124d98a183b0d%7C0%7C0%7C638514041102819178%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C0%7C%7C%7C&sdata=95rO4ckCOllGFGYz8TzxAC4y65mLBCxmTFssNmV171w%3D&reserved=0"> https://bit.ly/3UGeQNz
Planning Tool: https://bit.ly/3WO4iyJ
401(k) Factors You Need to Know: https://www.youtube.com/watch?v=1jThp63KUkc
Setting Up a Spending Plan for Retirement: https://youtu.be/5CHb7BAAI2Q
Setting Up Your Portfolio for Retirement: https://youtu.be/0q6hPmtUdwU
Busting Retirement Planning Myths: https://youtu.be/lP6o9iYCA3o
Taxes on Retirement Income: https://youtu.be/I9UUlenPT8Y
Health Care Costs During Retirement: https://youtu.be/7ffrE3wnBuc
Roth Conversion Questions from the Internet: https://youtu.be/65uerfp0DdU
300 episoder
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