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The Planning For Retirement PodcastAuthor: Kevin Lao
Welcome to "The Planning for Retirement Podcast," where we help educate and empower you to achieve financial security and fire your boss! Here are some topics you will learn about: - Social Security - Retirement Income Planning - Roth Conversions - Tax Planning - Charitable Giving - Investment Strategies in Retirement - Estate Planning - Long-term Care Planning - Medicare - Required Minimum Distributions - Retirement Mortgage Strategies - And even some behind the scenes into building Imagine Financial Security I hope you enjoy the show! Language: en Contact email: Get it Feed URL: Get it iTunes ID: Get it Trailer: |
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74: Don't Wait To Spend Your Roth Accounts! Vol. 5 Whiteboard Retirement Plan
Episode 74
Tuesday, 22 April, 2025
Are you interested in working with me 1 on 1? Click this link to fill out our Retirement Readiness QuestionnaireOr, visit my websiteThe conventional wisdom is to spend down your taxable accounts first, then your tax-deferred accounts, and finally your tax-free accounts. However, this may not always be the case. In this episode, I’ll break down the case of “Rory and Erica” on the whiteboard, which goes against this conventional wisdom. We’ll cover max spending strategies, optimal investment strategies, tax-efficient withdrawals, charitable giving, and long-term care planning.I hope you enjoy this edition of the Whiteboard Retirement Plan! Make sure to share this with someone who would find it useful.-Kevin Connect with me here:YouTubeJoin My Company NewsletterFacebookLinkedInInstagramThis is for general education purposes only and should not be considered as tax, legal or investment advice.