1. Where To Pull Income From First When You Retire Early? (Part 3 - Early Retirement) James Conole, CFP® 31:07

In this episode of Ready for Retirement, Ari Taublieb, MBA guest hosts the Ready for Retirement podcast to discuss where you should pull income from first when you retire early. Ari Taublieb, MBA is the Vice President of Root Financial Partners and a Financial Advisor. This episode is part three of a three-part series.

  • Ari is the host of the Early Retirement podcast available here
  • Ari is also on YouTube here. 
  • Create your customized early Retirement strategy with Ari here. 

Episode Summary: 

  • Should I pull from my Brokerage, IRA, Roth IRA or 401(k) account first?
  • Should I consider the Rule of 55 or 72(t) distribution?
  • How to improve your overall early Retirement strategy

00:00 – Introduction 
1:41 – Assumptions
4:51 – Life First, Money Second
7:24 – Inflation & Taxes
9:55 – Rule of 55
12:17- 72(t) Distribution
15:30 – Income Needs
18:28 – Capital Gains Explained
22:15- How To Minimize Income
25:57 – Not Qualified
28:35 – Align Your Money With Your Goals

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James Conole CFP®, Podcaster

James Conole is the founder of Root Financial and the host of the Ready For Retirement podcast and YouTube channel.