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Drawing money from your investments can be daunting. You may not know which accounts to draw from or what you should sell to take required distributions. Don't worry. We will help you! 

In this episode, we break down strategies for taking distributions. We will help you understand the differences between pro-rata distributions (where everything is sold equally across the board) and selecting specific holdings to sell first. 

These small decisions can have massive impacts if managed correctly. 

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Thanks to our sponsor, S.E.E.D. Planning Group! S.E.E.D. is a fee-only financial planning firm with a fiduciary obligation to put your best interest first. Schedule your free discovery meeting at www.seedpg.com

You can watch all episodes, as well as other great content produced by NQR Media through their YouTube channel at https://youtube.com/@NQRMedia

📧 For more information or to get in touch with us, visit https://www.ditchthesuits.com

👍🏼 You can also follow us on Facebook, Instagram and Twitter at @nqrmedia

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About Your Co-Hosts:

Travis Maus has been in financial services for over fifteen years. He is a Senior Wealth Manager and Chief Executive Officer at S.E.E.D. Planning Group.

Steve Campbell has over a decade of experience in the industry and serves as Chief Brand Officer at S.E.E.D. Planning Group.