One of the most important decisions you’ll need to make in retirement is the order in which you take money from your various income sources. Ed Slott tells Morningstar that people in their 60s should usually withdraw money from their IRA first, and hold off claiming Social Security until later, but is that strategy best for your unique situation?

Just Don't Lose The Money Podcast

Where Should You Take That Retirement Income From First?

Sam Liang and his team have been in business together for over 25 years. The solutions they use to solve your retirement problems, and to help you achieve your goals, come from years of hands on experience with their clients. With their unique team approach and fiduciary responsibility, you can be confident that your best interest always comes first.

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Just Don't Lose The Money Podcast