Ditch the Suits - Start Getting More From Your Money & Life

Retirement Income Planning - How to take money from your accounts

June 17, 2022 Steve Campbell & Travis Maus Season 3 Episode 36
Ditch the Suits - Start Getting More From Your Money & Life
Retirement Income Planning - How to take money from your accounts
Show Notes

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 can have massive impacts if managed correctly. 


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Looking for additional content that can help you get the most from your life? Check out Unleashing Leadership with Travis Maus, premium bonus content from Ditch the Suits Fans, at https://unleashingleadership.buzzsprout.com/

Thanks to our sponsor, S.E.E.D. Planning Group! S.E.E.D. is a fee-only financial planning firm with a fiduciary obligation to put your best interest first. Schedule your free discovery meeting at www.seedpg.com

Ditch the Suits is produced by NQR Media. NQR also produces the One Big Thing Podcast with Steve Campbell.

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