I've retired! Where do I take money from first: my IRA, annuity or brokerage account? How much money can I take yearly without running out?
Withdrawal strategies during retirement are important. By properly prioritizing each account you draw from first, second, etc., clients can minimize their taxes and maximize their wealth. You will also want to consider your estate plans to avoid leaving heirs financial assets that will be heavily taxed. Our withdrawal analysis can help you determine how much to withdraw annually. Withdrawing too much can leave you without funds late in life; too little can deny you the pleasures you deserve.