<description>&lt;p&gt;Does a withdrawal strategy in retirement have to be complicated or can you simply do a reverse of dollar cost averaging?&lt;/p&gt; &lt;p&gt;In this episode, we’ll take a look at how reverse dollar-cost averaging would work by using an example and discover who it works for. Click play to learn if this withdrawal strategy would work for you.&lt;/p&gt; &lt;h2&gt;OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MAN&lt;/h2&gt; &lt;h3&gt;&lt;strong&gt;PRACTICAL PLANNING SEGMENT WITH A LISTENER QUESTION&lt;/strong&gt;&lt;/h3&gt; &lt;ul&gt; &lt;li aria-level="1"&gt;[1:44] Is it okay to do a reverse dollar-cost average for withdrawals in retirement?&lt;/li&gt; &lt;/ul&gt; &lt;h3&gt;&lt;strong&gt;IN THE NEWS&lt;/strong&gt;&lt;/h3&gt; &lt;ul&gt; &lt;li aria-level="1"&gt;[14:30] The rules have changed for Inherited IRAs&lt;/li&gt; &lt;/ul&gt; &lt;h3&gt;&lt;strong&gt;LISTENER QUESTIONS&lt;/strong&gt;&lt;/h3&gt; &lt;ul&gt; &lt;li aria-level="1"&gt;[18:55] What should Vicky do with the proceeds from the sale of her home?&lt;/li&gt; &lt;li aria-level="1"&gt;[24:09] What to do with a 10-year inherited IRA&lt;/li&gt; &lt;li aria-level="1"&gt;[27:55] What is the best way to fund bucket #1 to prep for retirement?&lt;/li&gt; &lt;li aria-level="1"&gt;[35:10] A topic suggestion&lt;/li&gt; &lt;/ul&gt; &lt;h3&gt;&lt;strong&gt;TODAY’S SMART SPRINT SEGMENT&lt;/strong&gt;&lt;/h3&gt; &lt;ul&gt; &lt;li aria-level="1"&gt;[36:11] Evaluate the resilience of your plan&lt;/li&gt; &lt;/ul&gt; &lt;h2&gt;Resources Mentioned In This Episode&lt;/h2&gt; &lt;p&gt;&lt;a href="https://www.rockretirementclub.com/"&gt;Rock Retirement Club&lt;/a&gt;&lt;/p&gt; &lt;p&gt;Roger’s YouTube Channel - &lt;a href= "https://www.youtube.com/user/retirementanswerman/videos"&gt;Roger That&lt;/a&gt;&lt;/p&gt; &lt;p&gt;BOOK - &lt;a href= "https://www.amazon.com/Rock-Retirement-Simple-Control-Optimistic-ebook/dp/B075SS8V7X"&gt; &lt;em&gt;Rock Retirement&lt;/em&gt;&lt;/a&gt;  by Roger Whitney&lt;/p&gt; &lt;p&gt;Roger’s &lt;a href= "http://rogerwhitney.com/learning-center/"&gt;Retirement Learning Center&lt;/a&gt;&lt;/p&gt; &lt;h3&gt; &lt;/h3&gt;</description>

Retirement Answer Man

Roger Whitney, CFP®, CIMA®, RMA, CPWA®

Can I Do a Reverse Dollar-Cost Averaging for Withdrawals in Retirement?

APR 24, 202438 MIN
Retirement Answer Man

Can I Do a Reverse Dollar-Cost Averaging for Withdrawals in Retirement?

APR 24, 202438 MIN

Description

Does a withdrawal strategy in retirement have to be complicated or can you simply do a reverse of dollar cost averaging?

In this episode, we’ll take a look at how reverse dollar-cost averaging would work by using an example and discover who it works for. Click play to learn if this withdrawal strategy would work for you.

OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MAN PRACTICAL PLANNING SEGMENT WITH A LISTENER QUESTION
  • [1:44] Is it okay to do a reverse dollar-cost average for withdrawals in retirement?
IN THE NEWS
  • [14:30] The rules have changed for Inherited IRAs
LISTENER QUESTIONS
  • [18:55] What should Vicky do with the proceeds from the sale of her home?
  • [24:09] What to do with a 10-year inherited IRA
  • [27:55] What is the best way to fund bucket #1 to prep for retirement?
  • [35:10] A topic suggestion
TODAY’S SMART SPRINT SEGMENT
  • [36:11] Evaluate the resilience of your plan
Resources Mentioned In This Episode

Rock Retirement Club

Roger’s YouTube Channel - Roger That

BOOK - Rock Retirement  by Roger Whitney

Roger’s Retirement Learning Center