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Brown Cafe UPS Forum
UPS Retirement Topics
Drawing a monthly check from your 401k.
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<blockquote data-quote="mattwtrs" data-source="post: 779706" data-attributes="member: 1187"><p>A good financial adviser is worth their weight in gold. A few years ago his advice saved me almost $20,000 in taxes to the IRS. </p><p></p><p>We talk every couple of months and meet once a year. He usually asks if I need any more of my money in my monthly check. I tell him not yet.</p><p></p><p>I am not withdrawing any 401K or IRA money yet. Those checks will be my cost of living increase in a few years if needed.</p><p></p><p>I am a few years away from SS so a good plan seems to be working.</p></blockquote><p></p>
[QUOTE="mattwtrs, post: 779706, member: 1187"] A good financial adviser is worth their weight in gold. A few years ago his advice saved me almost $20,000 in taxes to the IRS. We talk every couple of months and meet once a year. He usually asks if I need any more of my money in my monthly check. I tell him not yet. I am not withdrawing any 401K or IRA money yet. Those checks will be my cost of living increase in a few years if needed. I am a few years away from SS so a good plan seems to be working. [/QUOTE]
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Drawing a monthly check from your 401k.
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