Where Should You Pull Funds from First in Retirement?

Опубликовано: 10 Сентябрь 2024
на канале: James Shack
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Risk Warnings

Capital at risk. Past performance is used as a guide only. It is no guarantee of future returns. Different funds and asset classes carry varying levels of risk depending on the geographical region and industry sector. You should make yourself aware of these specific risks prior to investing. Prevailing tax rates and reliefs are dependent on your individual circumstances and are subject to change. We do not provide tax advice. Any examples used in the video are for illustrative purposes only and you may get less back than the figures shown. This video does not constitute personal advice. We do not take any responsibility for third party websites and content we may link to from this video.

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00:00 Retirement Has Changed
02:07 Step 1: List & Project Future Income
03:29 Step 2: Desired Expenditure
04:20 Step 3: Liquid Assets
04:50 Step 4: Assess Sustainability
05:33 Step 5: Cash Flow Management
06:30 Step 6: Tax Efficient Drawdown
11:40 Decision Framework
12:42 Rachel Reeves October 30th?!
14:34 Step 7: How to Invest


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