Case Study: In What Order Should an Investor Tap His Funds?

Henssler Money Talks
06/02/2021 15 min
Case Study: In What Order Should an Investor Tap His Funds?

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Episode Synopsis

Original Air Date: February 6, 2021This week on “Money Talks,” Principal Jennifer J. Thomas, CFP®, and Associate Michael Griffin, CFP®, join Chief Investment Officer Troy Harmon, CFA, CVA, to discuss a listener’s decision to begin withdrawing the funds he’s saved and grown over the last 30 years. They cover which accounts to tap first, how to control his tax situation, and the importance of having a financial plan. 

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