S2: Episode 6 – Surviving the Distribution Phase – with Guest Waldean Wall

Some of the most important decisions you will make about retirement actually come when you are retired. 

In this episode, Stephen Stricklin is joined with Waldean Wall, VP of Advanced Markets and Solutions at Allianz Life Insurance, as they dive into conversations about what planning looks like in the distribution phase. They aim to provide you with information that could help you make better informed decisions when it comes time to retire. 

In this episode, you will learn:

  • The difference between a withdrawal and a rollover 
  • The advantages and disadvantages to leaving money in a 401(k)  
  • What inservice distributions are  
  • Taxation on Social Security
  • And more!

Tune in now to gain an understanding of one of the trickiest parts of retirement. 

Resources: Wise Wealth | Simplify Your Retirement | Stephen Stricklin | Waldean Wall | Allianz Life Insurance