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Benzinga
Benzinga
Business
Caroline Lubinsky

I Just Retired At 62 With $980K Between My 401(k), Roth IRA, And Brokerage Account—Which Do I Tap First So I Don't Get Crushed on Taxes?

What Savers Should Watch Next

When Jim, 62, walked away from his aerospace engineering career last month, he didn't exactly feel like he was walking into freedom. 

He'd spent decades saving—meticulously tracking every contribution, every market wobble, every penny of employer match—but now that he's finally retired, he's staring down a new kind of stress: which account does he pull from first?

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