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Asset Liquidation Throughout Retirement: Does the Order Matter?

Updated: May 8, 2023

This blog analyzes the importance of knowing what assets to liquidate, and in what order, during retirement. The blog goes through a scenario of a couple who has over half a dozen different assets. However, the couple is unsure which of the assets they should use first to start funding their retirement. Picking the wrong order to liquidate your assets, as seen in this blog, could have huge implications for you and your loved one.

Are you in or nearing retirement, and wondering which asset to use first to fund your retirement? Does it even matter? You bet it does!

Below is an example illustrating the significance of knowing in which order to liquidate your assets during retirement.

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