• Maximizing Your Retirement Income

  • Apr 28 2025
  • Duración: 41 m
  • Podcast

Maximizing Your Retirement Income

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  • Resumen

  • How you choose to draw on your retirement assets can make a big difference in your overall tax liability, so unless you’re feeling charitable towards the US government, having a strategy is critical. Donna and Nathan discuss the order in which you withdraw from your retirement accounts, and some actions you can take in the years leading up to retirement to help you benefit from more of your hard earned income. Also on MoneyTalk, preparing for unplanned expenses, and Stock Trivia: Battle of the Sowas. Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®; Air Date: 4/24/2025. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation!

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