Mar 06 2025 18 mins 60
This episode focuses on effectively managing significant one-off financial expenses in retirement and the best strategies for portfolio withdrawals. We explore different sources of withdrawals, tax considerations, and how to balance immediate needs with long-term financial security.
• The impact of one-time expenses on portfolio sustainability
• Analyzing options: taxable accounts, tax-deferred accounts, and Roth IRAs
• The importance of understanding tax implications in retirement planning
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Ari Taublieb, CFP ®, MBA is the Chief Growth Officer of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.
