In this “Retiree Questions” episode, Zacc goes over the logistics of making withdrawals from your portfolio account with the help of fellow Capita advisor Bart Wagstaff and support staff member Calli Case. These three discuss in depth what goes on behind the scenes of withdrawals, taxation, and related investment considerations. The group also touches on Required Minimum Distributions and Qualified Charitable Distributions as they relate to making withdrawals. Listen in to understand all your different withdrawal options.
A roadmap to financial success, our education center puts you on the right path. Filter through our outlined subjects and find the content you are looking for with ease.
The network you need. Reach out and have our team align your goals with a proven strategy!