How to Spitball Your Most Tax-Efficient Retirement Withdrawal Strategy - 336

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Recorded27 Jul 2021

Publisheryourmoneyyourwealth.libsyn.com ↗

Handlerec:5607228

Show notes

Spitballing tax-efficient retirement withdrawals, savings, Social Security, and required minimum distributions (RMD). Plus, leveraging whole life insurance, and is investing 15% of an all-stock portfolio in preferred stocks too risky? First, Joe and Big Al break down the mechanics and safety of doing a 401(k) to IRA rollover. Visit the podcast show notes to access the transcript, free financial resources, and to ask your money questions: https://bit.ly/YMYW-336

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