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Up to this point, much of retirement planning has been about choice. You decide: And even in the early years of retirement, you often still have a high degree of flexibility. You can choose: But eventually, that flexibility changes. And for many people, it changes in a way that isn’t fully understood until it’s already
When most people look at their IRA, they focus on one thing: the balance. They see the number, see the growth, and see decades of disciplined saving paying off. And that’s understandable—because the growth is real, and it represents years of effort and consistency. But there’s another side to that number that is much less
The advice to delay withdrawals from your IRA is one of the most widely accepted principles in retirement planning. It’s simple, easy to understand. And for many years, it has worked extremely well. But like many financial strategies, it was designed for a specific purpose—and a specific phase of life. When that same advice is
If you’re between 60 and 75, there’s a very good chance you’ve followed a financial strategy that has served you well for decades. You worked hard, saved consistently, and contributed to your 401(k) or IRA year after year. You watched your retirement accounts grow over time. And along the way, you were likely given a