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Re: ⏰Noelle, Take Time For A Midyear Retirement Account Check-In (fwd)
- To: Noelle <noelle>
- Subject: Re: ⏰Noelle, Take Time For A Midyear Retirement Account Check-In (fwd)
- From: robert <http://dummy.us.eu.org/robert>
- Date: Sun, 21 Jul 2024 08:41:51 -0700
- Keywords: our-Oakland-cell-phone-number
Do you have any idea when we will need to start looking into this? I.e.,
have calculated a "burn down rate" against available assets?
> From: robert <http://dummy.us.eu.org/robert>
> Date: Sat, 22 Jun 2024 10:57:35 -0700
>
> OK. At some point, we should review all of your retirement accounts to
> figure out which is most volatile (i.e., likely to lose money) so we have
> a list of which ones to take money out of once you start needing money.