Ep#2 The 401k Distribution Phase: Making Your Millions Work for You
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Ep#2 The 401k Distribution Phase: Making Your Millions Work for You
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You’ve spent decades building your 401(k), and now it’s time to enjoy the fruits of your labor. But how do you make sure your money lasts while maximizing your retirement lifestyle? In this episode, Keith Wilson and Anthony Ruffalo break down the 401(k) distribution phase, walking through a hypothetical scenario of a 65-year-old retiree with $3 million saved.
We explore:
💰A 5% withdrawal rate & a 6.9% Return – What do these numbers mean for your retirement cash flow?
🚀 The Go-Go, Slow-Go, and No-Go Years – How your spending (and life) evolves in retirement.
🛡️ The Importance of Naming Beneficiaries – Avoiding costly mistakes for your loved ones.
With humor, real-world insights, and financial expertise, we make sense of this critical phase of retirement planning. Whether you’re approaching retirement or advising clients, this episode is packed with valuable takeaways.
👉 Tune in now and get ready to retire with confidence!
How to get in touch with us:
Keith Wilson keith.wilson@lpl.com
Anthony Ruffalo: anthony.ruffalo@lpl.com
check out our websites!
Keith Wilson https://www.wfa-nc.com/
Anthony Ruffalo: https://ruffalowealthmanagement.com/
Our YouTube Channels
Keith Wilson: https://www.youtube.com/@ThatFinancialGuy
Anthony Ruffalo: https://www.youtube.com/@anthonyruffalo2704
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