Episode Synopsis "Tax Smart Withdrawal Strategies"

We spend a lot of time focusing on savings strategies, but at a certain point you’ll want to use that money, and the process for withdrawing from your assets should also be approached strategically. Donna and Nathan discuss how to make tax smart withdrawals from your investment accounts. Also on MoneyTalk, budgeting practices and frequently asked Medicare questions. Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®; Air Date: 7/29/2024. Have a question for the hosts? Visit sowafinancial.com/moneytalk-radio to join the conversation!See omnystudio.com/listener for privacy information.

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