Retirement Withdrawal Sequence: Which Account to Tap First

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Retirement Withdrawal Sequence: Which Account to Tap First

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In this episode, we cover Withdrawals. The conversation opens with: Welcome to Retirement Planning : Let's Make Sense Of This Sh*t. I'm Elena. Today we look at withdrawals no one warns about when you start pulling money from your accounts after sixty. These costs often catch people off guard because they sit outside the basic four percent guideline. Listen for the key context, practical takeaways, and the most important points to carry forward.

Welcome to Retirement Planning : Let's Make Sense Of This Shit. I'm Elena. Today we look at withdrawals no one warns about when you start pulling money from your accounts after sixty. These costs often catch people off guard because they sit outside the basic four percent guideline. Instead they come from tax rules and benefit adjustments that kick in at different income levels. For example take a couple with eight hundred thousand in a traditional IRA. They plan to withdraw forty thousand in the first year. Yet required minimum distributions at seventy three can push taxable income higher and trigger Medicare premium surcharges two years later. That adds another three thousand in annual costs they did not model. A simple decision tree starts with your projected income each year. Next compare the tax bracket impact of taking money from a traditional IRA versus a Roth. Then check how thos

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