walkinwood
Thinks s/he gets paid by the post
I saw this thread over at the bogleheads forum and think it is very relevant to us.
It contains strategies for the order in which you should tap SS, IRAs & taxable accounts. Very good read & they have tried to simplify a very complex subject. Even then, I had to re-read sections in order to understand it.
Here's a direct link to the report.This is the direct download to a PDF report titled, "The Guide To Social Security - Higher Lifetime Benefits & Lower Lifetime Taxes". It is put out by 'The Retirement Pros', with whom I don't have any affiliation.
This is a GREAT read to understand the 3 buckets of money you have: qualified money, un-qualified money & social security and when to use each one.
It contains strategies for the order in which you should tap SS, IRAs & taxable accounts. Very good read & they have tried to simplify a very complex subject. Even then, I had to re-read sections in order to understand it.