Dear Carrie: I just retired and am trying to figure out how to maximize all of my resources—Social Security, a small pension, and my investments. Given RMDs, taxes, etc., it feels overwhelming! Can you help?—A Reader
Dear Reader: This is a great question because it’s an essential issue for every retiree. After decades of receiving a regular paycheck, suddenly you’re faced with having to figure out the best way to pull money from your different accounts—whether that’s a 401(k), an IRA, or a regular investment account. On top of that, you need to make decisions about Social Security and possibly a pension or annuity.
