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What Order Should I Pull Funds in Retirement?
May 24, 2025
When working, income is pretty straightforward: your bills are supported by your paycheck, and for most people, that paycheck is a set amount that comes on a consistent basis. In retirement, though, that changes. You’re now responsible for determining where you need to pull money from to support your expenses. Should you withdraw money from your 401(k), your IRAs, your investments? How can we make our withdraws strategic, so we don’t owe more in taxes than we need to pay? Josh Palmer, Director of Financial Planning with The Noble Group, shows us how we can make the best determination for long-term retirement success.
Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC.
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