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When to take withdrawls from my retirement accounts with special guest, Shelly Cioppa Founder of Sharp Edge Tax Solutions
Episode 90

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

Retire at New Heights with Johnnie Roberts

March 20, 202612m 3s

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Show Notes

In this episode, Johhnie explores optimal withdrawal sequencing across taxable, tax-deferred, and tax-free accounts. Shelly explains why taxable accounts are often used first during early retirement and how current tax deductions influence that strategy. The conversation also highlights required minimum distributions and the importance of proactive planning to avoid large tax burdens later in life.