Every major retirement decision comes with one important question: When? In this episode of Protect Your Assets, David Hollander discusses the timing decisions that can have a lasting impact on your financial future, including when to claim Social Security, when required minimum distributions (RMDs) begin, when Roth conversions may make sense, and how the order of retirement account withdrawals can influence your long-term tax strategy. 

Whether you're approaching retirement or already there, this episode offers practical retirement planning insights to help you make more informed decisions about your income, taxes, and legacy. 

You can send your questions to questions@pyaradio.com for a chance to be answered on air.  

Catch up on past episodes: http://pyaradio.com    
Liberty Group website: https://libertygroupllc.com/   
Attend an event: www.pyaevents.com  

Schedule a complimentary 15-minute consultation: https://calendly.com/libertygroupllc/scheduleacall/  

Every major retirement decision comes with one important question:&nbsp;When?&nbsp;In this episode of&nbsp;Protect Your Assets, David Hollander discusses the timing decisions that can have a lasting impact on your financial future, including when to claim Social Security, when&nbsp;required&nbsp;minimum&nbsp;distributions (RMDs) begin, when Roth conversions may make sense, and how the order of retirement account withdrawals can influence your long-term tax strategy.&nbsp;
Whether&nbsp;you're&nbsp;approaching retirement or already there, this episode offers practical&nbsp;retirement planning&nbsp;insights to help you make more informed decisions about your income, taxes, and legacy.&nbsp;
You can send your questions to <a href="mailto:questions@pyaradio.com">questions@pyaradio.com</a>&nbsp;for a chance to be answered on air.&nbsp;&nbsp;
Catch up on past episodes:&nbsp;<a href="http://pyaradio.com">http://pyaradio.com</a> &nbsp;&nbsp;&nbsp; Liberty Group website:&nbsp;<a href="https://libertygroupllc.com/">https://libertygroupllc.com/</a> &nbsp;&nbsp; Attend an event:&nbsp;<a href="http://www.pyaevents.com/">www.pyaevents.com</a>&nbsp;&nbsp;
Schedule a complimentary 15-minute consultation:&nbsp;<a href="https://calendly.com/libertygroupllc/scheduleacall/">https://calendly.com/libertygroupllc/scheduleacall/</a>&nbsp;&nbsp;

David Hollander, The Sandman℠, helps his listeners sleep well at night because they know their assets are protected. Financial and investment services offered through Liberty Wealth Management & Liberty Group LLC.

David Hollander, The Sandman℠, helps his listeners sleep well at night because they know their assets are protected. Financial and investment services offered through Liberty Wealth Management &amp; Liberty Group LLC.

Protect Your Assets

Protect Your Assets with Liberty Group's David Hollander.

Retirement Planning: When Should You Take Social Security, RMDs, and Retirement Income?

https://api.omny.fm/orgs/a7b0bd27-d748-4fbe-ab3b-a6fa0049bcf6/clips/8443eb20-0187-41df-bfc8-b4780180a488/transcript