A large retirement portfolio is not the same thing as a dependable monthly paycheck. Aaron Vincent and Matt Decker discuss the challenge of turning accumulated savings into income while coordinating Social Security, pensions, investments, inherited accounts, Roth assets, and taxable accounts. They examine withdrawal sequencing, inflation, health care, market volatility, Medicare surcharges, and the tax consequences of taking money from the wrong account at the wrong time. The episode also explores when professional planning may add value for experienced do-it-yourself investors.

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