It’s crucial to understand where to withdraw funds from first in retirement once you start relying on your investments for your monthly paycheck.

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Timestamps
0:00 Using the wrong accounts first
0:56 Start with your income sources
3:06 Different types of accounts
4:37 A baseline strategy for withdrawals
7:08 Taking it to the next level
9:45 Putting it all together
10:52 Exceptions and tax considerations
11:58 Do you want to keep more money?

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About Patrick King CFP®
Patrick King is a feeonly financial advisor in Atlanta and the Founder of Prana Wealth. Over his career, Patrick has helped CEOs, allstar athletes, Grammywinning artists, and many others build their wealth, retire sooner, and create a legacy. Patrick enjoys yoga, mountain biking, golf, travel photography, and Clemson football.

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LinkedIn – PatrickBKing
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Twitter – @PranaWealth

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