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Strategies & Market Trends : Young and Older Folk Portfolio -- Ignore unavailable to you. Want to Upgrade?


To: cajman1 who wrote (21426)10/20/2025 9:53:21 AM
From: mykesc2020  Read Replies (3) | Respond to of 22035
 
Congrats. It is a big milestone and I felt it also a few years ago. I have taken very little from my accounts (I think one small withdrawal from each to see how it worked is all). Turned out pretty much the same, except they (Schwab, my broker) defaults to a 10% withdrawal of tax. I used that, but really not sure if that is the way to go or not.

As for me, I am knocking on another milestone. I will be 61 this week, so I need to really think about SS. I have always said, I will take immediately. at 62, but I have always stated I will deal with that decision when I am closer. I am closer now so this next 6 months is going to be pondering what I should do.