Where Should You Pull Funds from First in Retirement?

You have to start withdrawing funds from your savings accounts in retirement, but where should you pull funds from first? Mike Ballew explores traditional and Roth account withdrawal strategies. Related tax implications are explained relative to Social Security and Medicare, Required Minimum Distributions or RMDs, as well as estate planning goals. An in-depth discussion of Roth conversions and tax diversification is included. This must-watch video will have you on the edge of your seat with excitement. Giddy up!