Where Should You Pull Funds from First?
The answer could make a six-figure difference in your retirement.
Exclusive Retirement Webinar:
The conventional withdrawal order - and when you should BREAK it
The biggest mistakes we see retirees make over and over again
Tax bracket management and optimization - including Roth conversions
Key Insights Covered:
Your Host
Christopher Devlin, CFA
Wealth Advisor & Retirement Planner
Chris is an experienced wealth advisor and financial professional specializing in retirement planning.
Where Should You Pull Funds from First?
You saved carefully, diversified wisely, and now you're ready to retire. But here's the question almost no one thinks to ask: which account do you spend from first?
The answer isn't obvious, and getting it wrong can be an expensive mistake. The retirees who understand it can keep significantly more of what they spent a lifetime building.
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to transform your approach to retirement.
Selective Wealth Management, Inc. (Selective) is an SEC registered investment advisor. This presentation is for educational purposes only. Opinions or points of view expressed in this presentation represent the view of the presenter(s), and does not necessarily represent the official position or policies of Selective. Nothing in this presentation constitutes legal advice and the content is for education purposes only. Selective is not liable for the actions taken in response to this webinar. Detailed consul with regards to your unique situation should be sought in a separate meeting. For more information, please visit www.selectivewealthmanagement.com.
