Where To Pull Income From First When You Retire Early? (Part 3 - Early Retirement)

In this episode of Ready for Retirement, Ari Taublieb, MBA guest hosts the Ready for Retirement podcast to discuss where you should pull income from first when you retire early. Ari Taublieb, MBA is the Vice President of Root Financial Partners and a Financial Advisor. This episode is part three of a three-part series. Ari is the host of the Early Retirement podcast available here . Ari is also on YouTube here. Create your customized early retirement strategy with Ari here. Episode Summary: Should I pull from my Brokerage, IRA, Roth IRA or 401(k) account first? Should I consider the Rule of 55 or 72(t) distribution? How to improve your overall early retirement strategy Timestamps: 00:00 - Introduction 1:41 - Assumptions 4:51 - Life First, Money Second 7:24 - Inflation & Taxes 9:55 - Rule of 55 12:17- 72(t) Distribution 15:30 - Income Needs 18:28 - Capital Gains Explained 22:15- How To Minimize Income 25:57 - Not Qualified 28:35 - Align Your Money With Your Goals Check out all of our podcast episodes and more on our YouTube channel here! LET'S CONNECT! Facebook LinkedIn Website ENJOY THE SHOW? Don't miss an episode, subscribe via Apple Podcasts , Stitcher , Spotify , or Google Play Create Your Custom Strategy ⬇️ Get Started Here. Join the new Root Collective HERE!