#091: Retirement Drawdown Strategies Part 1 - podcast episode cover

#091: Retirement Drawdown Strategies Part 1

Sep 24, 201831 minEp. 91
--:--
--:--
Download Metacast podcast app
Listen to this episode in Metacast mobile app
Don't just listen to podcasts. Learn from them with transcripts, summaries, and chapters for every episode. Skim, search, and bookmark insights. Learn more

Episode description

When you stop working, you've put aside some money into different types of accounts, and maybe you have a pension, or some rental property, or other investments. How do you start converting those assets into an income stream that will last for the rest of your life?

Brandon Renfro, Ph.D., joins Devin on a discussion about:

  • The tax torpedo
  • The Net Unrealized Appreciation Rule
  • Provisional income and how much of your Social Security is taxable

For more details, visit the show notes at https://www.bigpictureretirement.net/091

For the best experience, listen in Metacast app for iOS or Android