Caius — Retirement Withdrawal Strategy: Order and Conversions
Retirement withdrawal strategy for clients three to five years out, worked 1:1 on their own balances rather than a rule of thumb. Six sessions from the three buckets to IRMAA cliffs and what RMDs force, ending with a written withdrawal order they can defend.
How do I teach clients which account to draw down first before RMDs?
Retirement withdrawal strategy for clients three to five years out, worked 1:1 on their own balances rather than a rule of thumb. Six sessions from the three buckets to IRMAA cliffs and what RMDs force, ending with a written withdrawal order they can defend.