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Don't Use the Wrong Accounts First in Retirement! 1 год назад


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Don't Use the Wrong Accounts First in Retirement!

It’s crucial to understand where to withdraw funds from first in retirement once you start relying on your investments for your monthly paycheck. 📊 Download your FREE How-To-Retire checklist: https://learn.howtoretire.co/checklist 🔗 Visit us: https://www.pranawealth.com/ Timestamps 0:00 - Using the wrong accounts first 0:56 - Start with your income sources 3:06 - Different types of accounts 4:37 - A baseline strategy for withdrawals 7:08 - Taking it to the next level 9:45 - Putting it all together 10:52 - Exceptions and tax considerations 11:58 - Do you want to keep more money? #pranawealth #patrickking #howtoretire #retirement #retirementplanning -- About Patrick King CFP® -- Patrick King is a fee-only financial advisor in Atlanta and the Founder of Prana Wealth. Over his career, Patrick has helped CEOs, all-star athletes, Grammy-winning artists, and many others build their wealth, retire sooner, and create a legacy. Patrick enjoys yoga, mountain biking, golf, travel photography, and Clemson football. Let’s connect: LinkedIn – PatrickBKing Facebook – @pranawealth Instagram – @pranawealth Twitter – @PranaWealth ---------- CONTENT DISCLAIMER: The views and opinions expressed through this media or in comments on this channel are those of the creators and do not necessarily reflect the views and opinions held by this channel's broadcaster. Due to the social nature of this channel, these videos may contain content copyrighted by another person or entity. This channel's owner claims no copyright to said content. The broadcaster of this channel cannot be held accountable for the copyrighted content. The broadcaster shares and strives to verify information, but cannot warrant the accuracy of copyrights or completeness of the information on this channel. Any copyrighted material shared on this channel is intended to be shared by Fair Use. If you have a complaint about the use of copyrighted material, please contact the broadcaster prior to making a copyright claim. Any infringement is unintentional and will be rectified to all parties' satisfaction.

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