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Tip or Mistake? 5 ways to withdraw investments

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Whether you’re almost ready to retire or just (wisely) planning ahead, there are five tips that can help optimize savings when withdrawing your investments.

Test your knowledge:

  1. Don’t dive straight into your 401(k) or IRA — you could cost yourself years’ worth of income in retirement savings. Tip or Mistake?
  2. Don’t automatically claim Social Security benefits at age 62. Tip or Mistake?
  3. Do start auto-withdrawing money from your 401(k) when you turn 59-and-a-half. Tip or Mistake?*


Find out the real pro tips (vs. the pitfalls)


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