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Video Transcript

What is the best strategy for withdrawing funds in retirement?

Conventional wisdom would suggest withdrawing funds from accounts in the following order: First, from taxable accounts. Second, from tax deferred accounts. Third, from tax free accounts. Fourth, from non-qualified accounts.

Is Conventional Wisdom always correct? Not all the time! Why?

Maximizing Social Security benefits is always the goal because it’s often the only source of income with a cost of living adjustment, thus increasing the benefit each year.

Increased benefits often translate to increased benefits for a surviving spouse.

Achieving lower taxes while postponing Social Security benefits could make withdrawing funds from tax free accounts first, not third, the best decision!

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