Which Account Should I Take Money From First in Retirement?

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  • เผยแพร่เมื่อ 24 พ.ย. 2024

ความคิดเห็น • 3

  • @onedegreeadvisors
    @onedegreeadvisors  8 หลายเดือนก่อน +1

    What account are you taking income from first? Let us know below! 👇

  • @thetradersam6157
    @thetradersam6157 6 หลายเดือนก่อน

    let see if you get it right! 57.6 yrs old, my current balances, 950K Brokerage account invested in stocks(I trade), $420K IRA $35K Roth IRA, $480K in a 401K, $100K in Savings $20K in checking. Will like to retire at 58.2 yrs old (life expectancy of 80) and be able to spend $10,500 a month, can I do it? no mortgage(home worth $460K) in PA.. I have used a number of online retirement calculators, will like to see if you concur with their calculations.. Thanks 😎

    • @onedegreeadvisors
      @onedegreeadvisors  6 หลายเดือนก่อน

      Thanks for watching! You may find this video helpful: th-cam.com/video/Ukdkb5hR7bM/w-d-xo.html