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6 Retirement Withdrawal Mistakes to Avoid

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Manage episode 418545433 series 1378231
Content provided by Modern Wealth Management and Dean Barber. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Modern Wealth Management and Dean Barber 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://player.fm/legal.

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

  continue reading

300 episodes

Artwork
iconShare
 
Manage episode 418545433 series 1378231
Content provided by Modern Wealth Management and Dean Barber. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Modern Wealth Management and Dean Barber 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://player.fm/legal.

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

  continue reading

300 episodes

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