Retirement Income Planning - How to take money from your accounts

Want to get in touch? Send us a text!Drawing money from your investments can be daunting. You may not know which accounts to draw from or what you should sell to take required distributions. Don't worry. We will help you! In this episode, we break down strategies for taking distributions. We will help you understand the differences between pro-rata distributions (where everything is sold equally across the board) and selecting specific holdings to sell first. These small decisions c...