Ready For Retirement

How to Coordinate Portfolio Withdrawals with Social Security (And Other Income Sources)

Feb 16, 2021 · 19 min · Episode 46 · 13.8 MB
0:00-19:03

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Our topic on this episode of the Ready for Retirement podcast is about how to best coordinate portfolio withdrawals with Social Security (and other income sources).

Questions answered: How can I best coordinate my portfolio withdrawals with when I intend on collecting Social Security? If I’m currently collecting Social Security, how much should I be withdrawing from my portfolio? How can I plan when to best withdraw funds from my portfolio based on my individual Social Security income options? How should my investments be allocated during retirement?

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