Uploaded January 2026 | Updated September 2026, 3 weeks ago
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It's no surprise that once you retire, your paychecks stop. The money you used to pay all of your bills with is no longer there, and now your biggest problem is deciding where to get your monthly income from. Which account should you withdraw from first?
The IRA or the brokerage account? The 401k? Money market?
The reality is that this decision will have a massive impact on your finances—far bigger than what most people expect.
So today, I'm going to show you the optimal order for tapping into each of your accounts during retirement.
🔔Subscribe to our channel to learn more about all things portfolio management.
Schedule a consultation with Rob.
oncehub.com/rbwealth-YT
🧑💻 Visit our website wealthrb.com to learn more about us
🔗 Follow us on Social Media
LinkedIn linkedin.com/in/bacharachwealth
Follow us on Twitter "X" https://x.com/wealthRB
#retirement #taxes #invest
RB Wealth Partner and LPL Financial do not provide legal advice or tax services. Please consult your legal advisor or tax advisor regarding your specific situation
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.
All investing involves risk including loss of principal. No strategy assures success or protects against loss.
This is a hypothetical example and is not representative of any specific investment. Your results may vary.
Securities offered through LPL Financial, Member FINRA/ SIPC. Investment advice offered through IHT Wealth Management, a registered investment advisor. IHT Wealth Management and RB Wealth Partners are separate entities from LPL Financial.
Apply for a free consultation oncehub.com/rbwealth_YT
It's no surprise that once you retire, your paychecks stop. The money you used to pay all of your bills with is no longer there, and now your biggest problem is deciding where to get your monthly income from. Which account should you withdraw from first?
The IRA or the brokerage account? The 401k? Money market?
The reality is that this decision will have a massive impact on your finances—far bigger than what most people expect.
So today, I'm going to show you the optimal order for tapping into each of your accounts during retirement.
🔔Subscribe to our channel to learn more about all things portfolio management.
Schedule a consultation with Rob.
oncehub.com/rbwealth-YT
🧑💻 Visit our website wealthrb.com to learn more about us
🔗 Follow us on Social Media
LinkedIn linkedin.com/in/bacharachwealth
Follow us on Twitter "X" https://x.com/wealthRB
#retirement #taxes #invest
RB Wealth Partner and LPL Financial do not provide legal advice or tax services. Please consult your legal advisor or tax advisor regarding your specific situation
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.
All investing involves risk including loss of principal. No strategy assures success or protects against loss.
This is a hypothetical example and is not representative of any specific investment. Your results may vary.
Securities offered through LPL Financial, Member FINRA/ SIPC. Investment advice offered through IHT Wealth Management, a registered investment advisor. IHT Wealth Management and RB Wealth Partners are separate entities from LPL Financial.
