InvestTalk podcast

5-30-2023 – How to Sequence Withdrawals in Retirement

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There are strategies to help retirees smooth out their tax bills in the drawdown phase.

(One tip: Identify the tax bracket that you want to fill knowing it varies by investors.)

Today's Stocks & Topics: Controlling the Market, PTY - PIMCO Corporate & Income Opportunity Fund, Timing the Market, UPST - Upstart Holdings Inc., TGT - Target Corp., VFC - VF Corp., Home Prices.


TRIVIA: "Can you name 3 or 4 'worst advice' behaviors which MOST PEOPLE probably still believe?"

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