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
More episodes of Retire at New Heights with Johnnie Roberts
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- The Pros and Cons of a Tax Refund with special guest, Shelly Cioppa Founder of Sharp Edge Tax Solutions
- The $19,000 Tax Axe Strategy with special guest, Shelly Cioppa Founder of Sharp Edge Tax Solutions
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