Managing Your Financial Future

Why Your Portfolio Withdrawal Strategy Matters – Episode 105

August 3, 2022

A lot of people’s attention is focused on building a nest egg: which investment strategies you should use in order to achieve a good rate of return. But surprisingly little notice is given to how you should extract that money at retirement. And this may be the more important aspect. No matter how much money you accumulate over your lifetime, if you’re careless with how it’s eventually spent, it could be gone well before your time is up. So how do you potentially make your money last at least as long as you do? Learn what you need to know about portfolio withdrawal strategies — like Buckets

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The information provided is based on current laws, which are subject to change at any time. Lucia Capital Group is not affiliated with or endorsed by the Social Security Administration or any government agency. Social Security rules can be complex. For more information about Social Security benefits, visit the SSA website at www.ssa.gov, or call (800) 772-1213 to speak with an SSA representative.