Withdrawal planning is a part of retirement planning...

In an article for National Education Association, CFA discusses an important topic in retirement planning... the actual plan for taking withdrawals.

Whichever route you take, when you approach the retirement date, you must come up with a plan for actually enjoying all that you’ve saved. “Once you get within five years of retirement, it makes sense to think about how you’ll withdraw,” says Robert Schmansky, CFP, founder of Bloomfield Hills, Mich.-based Clear Financial Advisors.

CLEAR & INTENTIONAL  INVESTING

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Detroit, Ann Arbor, and online fee-only, fiduciary financial advisor blog / podcast on retirement, investments, economy, taxes, 401k, 403b, Roth, IRAs

online fee-only fiduciary financial advisor blog robert schmansky

A Clear and Intentional Investment Plan

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