Broker Check

Which Accounts To Spend Down First In Retirement!

| October 12, 2020


If you have a loved one receiving long-term care either in a nursing home or assisted living facility - do you know where to pull the money from to pay for that care?

In today's video I walk you through why taking money from a pre-tax account could make more sense than pulling money from an after-tax account like a checking or a savings account.

If you need assistance with determining which assets you should spend first give our office a call (319) 444-2255 or send me an email and I would be happy to assist you.