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What's the Best Way to Take Retirement Distributions? - Your Money, Your Wealth® podcast #310


Today on Your Money, Your Wealth® podcast #310, Joe Anderson, CFP® and Big Al Clopine, CPA are drilling down into the specifics of retirement distribution strategies: dollar cost averaging, pro-rata withdrawals, and buckets vs. the total return approach. Plus, a retirement withdrawal strategy with a side of pension and Social Security, another mortgage payoff question, the small business solo 401(k) trap, an LLC for a kayak side-hustle, and FIPhysician.com says nice things about YMYW. 00:00 - Intro 00:48 - Dollar-Cost Averaging, Pro-Rata, Buckets & Total Return: Retirement Withdrawal Specifics (Kristin, MA) 14:48 - What Can You Tell About Index Investments? (Richard) 15:46 - Retirement Withdrawal, Pension, and Social Security Strategy (Jeff, San Diego) 22:40 - Not Sure My Pension is Reliable. Should I Pay Off the Mortgage in 15 Years? (Richard) 26:41 - “Solo 401(k) Trap”: Qualified Business Income Deduction and the Solo 401(k - (Smitty, the Villages) 31:46 - Should I Create an LLC for My Small Business for Tax Purposes? (Jeremy, Cookeville, TN) 36:48 - FIPhysician.com: YMYW is the Best Retirement Podcast With Humor Schedule a free assessment with any one of our CFP® professionals, either online or at one of our financial planning offices in San Diego, Brea, Irvine, and Woodland Hills, California: Subscribe to our YouTube channel and stay tuned for the next episode of the Your Money, Your Wealth® TV show: Subscribe to the YourMoney, Your Wealth® podcast: IMPORTANT DISCLOSURES: • Investment Advisory and Financial Planning Services are offered through Pure Financial Advisors, Inc. A Registered Investment Advisor. • Pure Financial Advisors Inc. does not offer tax or legal advice. Consult with their tax advisor or attorney regarding specific situations. • Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. • Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. • All information is believed to be from reliable sources; however, we make no representation as to its completeness or accuracy. • Intended for educational purposes only and are not intended as individualized advice or a guarantee that you will achieve a desired result. Before implementing any strategies discussed you should consult your tax and financial advisors. #RetirementWithdrawalStrategy #RetirementDistributions #YourMoneyYourWealth #YMYW...(read more)


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