In this episode of Ready for Retirement, Ari Taublieb, MBA guest hosts the Ready for Retirement podcast to discuss where you should pull income from first when you retire early. Ari Taublieb, MBA is the Vice President of Root Financial Partners and a Financial Advisor. This episode is part three of a three-part series.
- Ari is the host of the Early Retirement podcast available here).
- Ari is also on YouTube here. )
- Create your customized early retirement strategy with Ari here. )
**Episode Summary: **
- Should I pull from my Brokerage, IRA, Roth IRA or 401(k) account first?
- Should I consider the Rule of 55 or 72(t) distribution?
- How to improve your overall early retirement strategy
Timestamps:00:00 - Introduction 1:41 - Assumptions4:51 - Life First, Money Second7:24 - Inflation & Taxes9:55 - Rule of 5512:17- 72(t) Distribution15:30 - Income Needs18:28 - Capital Gains Explained22:15- How To Minimize Income25:57 - Not Qualified28:35 - Align Your Money With Your Goals
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