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cover of episode How to Coordinate Portfolio Withdrawals with Social Security (And Other Income Sources)

How to Coordinate Portfolio Withdrawals with Social Security (And Other Income Sources)

2021/2/16
logo of podcast Ready For Retirement

Ready For Retirement

Shownotes Transcript

Our topic on this episode of the Ready for Retirement podcast is about how to best coordinate portfolio withdrawals with Social Security (and other income sources).

Questions answered: How can I best coordinate my portfolio withdrawals with when I intend on collecting Social Security? If I’m currently collecting Social Security, how much should I be withdrawing from my portfolio? How can I plan when to best withdraw funds from my portfolio based on my individual Social Security income options? How should my investments be allocated during retirement?

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