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04.01.25 Ask An Advisor With Wes Moss

The Clark Howard Podcast

CHAPTER

Navigating Retirement Withdrawal Strategies

In this chapter, the podcast explores the intricacies of financial planning with a focus on sustainable withdrawal rates during retirement, contrasting the traditional 4% rule with a potential 5% rate. Listeners gain insights into Social Security optimization and the strategic use of Roth conversions to minimize tax burdens. The chapter emphasizes the importance of adaptability in financial strategies to ensure long-term security in changing market conditions.

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