Mailbag: Where Should I Withdraw My Retirement Funds?

In retirement, even if you’ve saved more than you’ll need, there are still a lot of questions that come up as you make wise decisions about what to do with your money. Eric answers three questions from retirees on how to best navigate what they have and how to rest easy in retirement. If ever you have a question for Eric, feel free to reach out!

 

Here’s what we talk about in regard to Roth conversions:

• How do I know where to withdraw from? (0:46)
• Should I get an insurance policy to cover funeral expenses? (4:35)
• What should I do with surplus money in retirement? (7:46)

 

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