Can I Do a Reverse Dollar-Cost Averaging for Withdrawals in Retirement?
Listen now
Description
Does a withdrawal strategy in retirement have to be complicated or can you simply do a reverse of dollar cost averaging? In this episode, we’ll take a look at how reverse dollar-cost averaging would work by using an example and discover who it works for. Click play to learn if this withdrawal strategy would work for you. OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MAN PRACTICAL PLANNING SEGMENT WITH A LISTENER QUESTION [1:44] Is it okay to do a reverse dollar-cost average for withdrawals in retirement? IN THE NEWS [14:30] The rules have changed for Inherited IRAs LISTENER QUESTIONS [18:55] What should Vicky do with the proceeds from the sale of her home? [24:09] What to do with a 10-year inherited IRA [27:55] What is the best way to fund bucket #1 to prep for retirement? [35:10] A topic suggestion TODAY’S SMART SPRINT SEGMENT [36:11] Evaluate the resilience of your plan Resources Mentioned In This Episode Rock Retirement Club Roger’s YouTube Channel - Roger That BOOK - Rock Retirement  by Roger Whitney Roger’s Retirement Learning Center  
More Episodes
Join us in this insightful episode as we continue our series on year-end action items, focusing on optimizing your retirement planning. Today, we delve into the intricacies of withdrawing assets, discussing everything from flexible spending accounts to inherited IRAs. We also explore the concept...
Published 11/20/24
Published 11/20/24
Join us as we dive into year-end financial planning strategies to optimize your retirement plan. This episode unpacks the essentials of contributing to various accounts like 401(k)s, IRAs, Roth IRAs, HSAs, and donor-advised funds before the year ends. We also discuss Roth conversions and answer...
Published 11/13/24