Phil’s Tax Hacks

Ep 93: 5 Things to Know About Decumulation

July 8, 2021

How hard or easy is it to spend your retirement savings? On today’s show we talk about the process and how to get it right.


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What we discuss on this episode: 

0:24 - Today we are on location: on vacation!

1:19 - Let’s talk about decumulation.

2:06 - Do you have the proper support?

6:13 - Do you have the confidence in your plan, even with the risks?

7:30 - How do your taxes fit in?

8:42 - Having an income structure is key.