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April 24, 2024 38 mins

Does a withdrawal strategy in retirement have to be complicated or can you simply do a reverse of dollar cost averaging?

In this episode, we’ll take a look at how reverse dollar-cost averaging would work by using an example and discover who it works for. Click play to learn if this withdrawal strategy would work for you.

OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MAN

PRACTICAL PLANNING SEGMENT WITH A LISTENER QUESTION

  • [1:44] Is it okay to do a reverse dollar-cost average for withdrawals in retirement?

IN THE NEWS

  • [14:30] The rules have changed for Inherited IRAs

LISTENER QUESTIONS

  • [18:55] What should Vicky do with the proceeds from the sale of her home?
  • [24:09] What to do with a 10-year inherited IRA
  • [27:55] What is the best way to fund bucket #1 to prep for retirement?
  • [35:10] A topic suggestion

TODAY’S SMART SPRINT SEGMENT

  • [36:11] Evaluate the resilience of your plan

Resources Mentioned In This Episode

Rock Retirement Club

Roger’s YouTube Channel - Roger That

BOOK - Rock Retirement  by Roger Whitney

Roger’s Retirement Learning Center

 

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