IRA, 401(k), Roth: Which Account Should You Pull From First?

💸 Retired? Now it’s time to get paid—strategically.
Taking income from your retirement accounts isn’t as simple as hitting “withdraw.”
Do it wrong, and you could trigger taxes, kill your portfolio too fast, or mess up your Social Security.
We’ll show you how to create a tax-smart withdrawal strategy that keeps your money working and lasts your lifetime.
🎥 Watch the breakdown → https://youtu.be/UpuH3bWukpg
📅 Book a planning call: https://outlook.office365.com/book/InitialClientMeeting@NETORGFT11802474.onmicrosoft.com/
🌐 Visit us: www.costanzofa.com

#RetirementIncome #WithdrawalStrategy #RetirementPlanning #TaxEfficient #CostanzoFinancial

Видео IRA, 401(k), Roth: Which Account Should You Pull From First? канала Costanzo Financial Advisors