Craig Wear, CFP®Craig Wear, CFP® | Expert in Roth Conversions & Tax-Efficient Retirement Strategies for IRA Millionaires

Things to Consider When You're Planning Your Retirement Strategy

24 Sept 2024 · 0 min

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0:19

A short excerpt from a YouTube video (speaker Craig Wear, CFP®) about planning retirement income withdrawal. The speaker emphasizes evaluating "buckets" of assets (income sources) and coordinating withdrawals across those buckets—either when already in retirement (buckets are set) or when planning ahead.

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