When to take withdrawls from my retirement accounts with special guest, Shelly Cioppa Founder of Sharp Edge Tax Solutions

About this episode

Johnnie and Shelly discuss optimal withdrawal strategies from retirement accounts and the tax implications involved.

People in this episode

Host: Johnnie Roberts

Guest: Shelly Cioppa

Topics covered

• retirement planning
• withdrawal strategies
• tax implications
• investment accounts
• financial planning

Keywords

• withdrawal sequencing
• taxable accounts
• tax-deferred accounts
• tax-free accounts
• required minimum distributions

Mentioned in this episode

Organizations: Sharp Edge Tax Solutions

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