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How to Smartly Pull Retirement Funds (Minimize Taxes!)

September 13, 2025

While working, the taxes you owe on your income is pretty straightforward. Unfortunately, in retirement, that changes, because you’re now responsible for determining where you need to pull money from to build your retirement income. Should you withdraw money from your 401(k), your IRAs, or your investments? If we make the wrong decision and pull money from the wrong account at the wrong time, we may be stuck with a big tax bill to the IRS. So, in this video, Josh Palmer, Director of Financial Planning with The Noble Group, shows us how we can strategically pull retirement funds to minimize our tax liability.

Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC.

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