Joe Anderson, CFP® and “Big Al” Clopine, CPA share retirement planning strategies by explaining how to create a retirement income, which retirement accounts you should tap into first and where you should pull your money when markets are volatile.
Learn the impact market downturns can have on your retirement account and find out how to create a safe distribution plan during retirement. Later in the show, Joe and Al answer whether the 10% early withdrawal penalty applies to Roth conversions and further discuss Roth IRA strategies and how to reduce taxes in retirement.
