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Should You Withdraw More From Your IRA Before Tax Rates Rise?
Worrying about future tax rates can make retirees feel like they need to act before the rules change. In this episode, Ryan explains why taking extra money out of an IRA simply out of fear may create new problems if it isn’t part of a larger strategy. He looks at the importance of understanding how one tax decision can affect the rest of your financial plan. Don’t guess where tax rates are headed, make intentional decisions with the options available today.
Here’s what we discuss in this episode:
⚖️ Withdrawal Strategy: The difference between taking what you need and pulling out extra money
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The skinny
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