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Calculating Probability Of Success In Retirement

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Organizing Your Retirement Accounts To Help With Probability of Success In Retirement

In this episode of After The Paycheck, Adam speaks with John Conley to discuss how financial advisors calculate a person’s “probability of success” in retirement (how likely they are to make it through their retirement situation without running out of money) and what are some factors one should consider as they prepare to withdraw from their retirement accounts.

The types of people that would benefit from listening to this episode are:

  • If you have more than one retirement account (multiple IRAs, 401ks, Roths, etc.) and aren't sure which account(s) to start withdrawing from as you head in to retirement.
  • If you are unsure of how/when you should start your social security benefits withdrawals to maximize your income in retirement.
  • If you are a Do-It-Yourselfer who doesn’t understand the tax implications and/or growth opportunities of withdrawing from various types of accounts in retirement.


Have a list of questions around your finances? Thinking about your retirement situation?

Let’s chat.

Whether you’re asking questions about when you can retire, how to manage your investments, or if you have enough to leave the impact you want for your family and community, we’re here to help. Use the calendar below to schedule a 15 minute introductory call directly with either Sam, John, or Ryan - we'll use this time to get to know you and your needs and talk about the retirement planning obstacles you may be facing.