How To Plan What Source To Withdraw From
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- เผยแพร่เมื่อ 17 ก.ย. 2024
- Steven needs a little help deciding which source he should withdraw his retirement from. The TSP, Roth, and other investment accounts are all valid sources but to pick between them might be a choice between prioritizing taxes or investments.
A phenomenal question that requires a lot more information to design a retirement income timeline that coincides with your ten-year tax plan, but hear us out as we walk you through some steps to help you make educated decisions.
You can read the full article here: plan-your-fede...
If you have more questions about retirement planning, let us know in the comments and we'll try to answer them in a future episode.
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Micah Shilanski, CFP®
#PlanYourFederalRetirement #TSP
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Very informative. Thanks
Happy to provide content like this. In fact, it is kind of what gets us out of bed in the morning! We love talking to Feds and helping them navigate their complex benefits.
I have about 3 years to retire at 57. I will get my pension and supplement. I plan to get a part-time job at the airlines so l can continue to travel but for nearly free. I understand that my supplement will probably be reduced. My question is if you don’t need any money from your TSP/IRA would you still the majority in the stock markets after retirement. I have had 90 percent of my TSP invested in the C fund and then the C and S funds for over 30 years. I plan to keep it the same after l retire.
The bucket strategy makes no sense if you have a pension and are willing to adjust your lifestyle accordingly during a downturn and actually need to access your TSP. At least that is my opinion.
Thank you for your feedback!