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Withdrawal Strategies: Roth, Traditional IRA & Brokerage Accounts

Withdrawal Strategies: Roth, Traditional IRA & Brokerage Accounts

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In this episode of Money Moves with MFG, we break down one of the most important—and often overlooked—parts of retirement planning: your withdrawal strategy. Should you start with your Traditional IRA? Tap into your Roth? Or draw from your brokerage account first?

We’ll walk through how to think about sequencing withdrawals for maximum tax efficiency and long-term financial success. Whether you're already retired or just starting to plan ahead, understanding the impact of each account type on your tax bill and income plan is critical.

You’ll learn:

  • How Roth, Traditional IRA, and Brokerage accounts are taxed
  • Pros and cons of different withdrawal sequences
  • Common mistakes to avoid when pulling money out

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In the spirit of reconciliation, Audible acknowledges the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respect to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander peoples today.