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Can I Do a Reverse Dollar-Cost Averaging for Withdrawals in Retirement?
Manage episode 414332883 series 2415308
Does a withdrawal strategy in retirement have to be complicated or can you simply do a reverse of dollar cost averaging?
In this episode, we’ll take a look at how reverse dollar-cost averaging would work by using an example and discover who it works for. Click play to learn if this withdrawal strategy would work for you.
OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MAN PRACTICAL PLANNING SEGMENT WITH A LISTENER QUESTION- [1:44] Is it okay to do a reverse dollar-cost average for withdrawals in retirement?
- [14:30] The rules have changed for Inherited IRAs
- [18:55] What should Vicky do with the proceeds from the sale of her home?
- [24:09] What to do with a 10-year inherited IRA
- [27:55] What is the best way to fund bucket #1 to prep for retirement?
- [35:10] A topic suggestion
- [36:11] Evaluate the resilience of your plan
Roger’s YouTube Channel - Roger That
BOOK - Rock Retirement by Roger Whitney
Roger’s Retirement Learning Center
554 episodes
Manage episode 414332883 series 2415308
Does a withdrawal strategy in retirement have to be complicated or can you simply do a reverse of dollar cost averaging?
In this episode, we’ll take a look at how reverse dollar-cost averaging would work by using an example and discover who it works for. Click play to learn if this withdrawal strategy would work for you.
OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MAN PRACTICAL PLANNING SEGMENT WITH A LISTENER QUESTION- [1:44] Is it okay to do a reverse dollar-cost average for withdrawals in retirement?
- [14:30] The rules have changed for Inherited IRAs
- [18:55] What should Vicky do with the proceeds from the sale of her home?
- [24:09] What to do with a 10-year inherited IRA
- [27:55] What is the best way to fund bucket #1 to prep for retirement?
- [35:10] A topic suggestion
- [36:11] Evaluate the resilience of your plan
Roger’s YouTube Channel - Roger That
BOOK - Rock Retirement by Roger Whitney
Roger’s Retirement Learning Center
554 episodes
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