Retirement Answer Man

Does a withdrawal strategy in retirement have to be complicated or can you simply do a reverse of dollar cost averaging? In this episode, we’ll take a look at how reverse dollar-cost averaging would work by using an example and discover who it works...

Show Notes

Does a withdrawal strategy in retirement have to be complicated or can you simply do a reverse of dollar cost averaging?
In this episode, we’ll take a look at how reverse dollar-cost averaging would work by using an example and discover who it works for. Click play to learn if this withdrawal strategy would work for you. OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MAN PRACTICAL PLANNING SEGMENT WITH A LISTENER QUESTION 
  • [1:44] Is it okay to do a reverse dollar-cost average for withdrawals in retirement?
IN THE NEWS 
  • [14:30] The rules have changed for Inherited IRAs
LISTENER QUESTIONS 
  • [18:55] What should Vicky do with the proceeds from the sale of her home?
  • [24:09] What to do with a 10-year inherited IRA
  • [27:55] What is the best way to fund bucket #1 to prep for retirement?
  • [35:10] A topic suggestion
TODAY’S SMART SPRINT SEGMENT 
  • [36:11] Evaluate the resilience of your plan
Resources Mentioned In This Episode
Rock Retirement Club
Roger’s YouTube Channel - Roger That
BOOK - Rock Retirement  by Roger Whitney
Roger’s Retirement Learning Center
 

What is Retirement Answer Man?

A top retirement podcast. Roger Whitney, CFP®, CIMA®, CPWA®, RMA, guides you on how to actually do retirement well financially and personally. This retirement podcast isn't afraid to talk about the softer side of retirement. It will teach you how to retire with confidence. Two-time PLUTUS winner for best retirement podcast / blog and the 2019 winner for best financial planner blog. This retirement podcast covers how to create a paycheck, medicare, healthcare, Social Security, tax management in retirement as well as retirement travel and other non-financial issues you'll need to address to rock retirement. Retirement isn’t an age OR a financial number. It’s finding that balance between living well today and feeling confident about your retirement. It’s about gaining more freedom to pursue the life you want. Join the rock retirement community at www.rogerwhitney.com