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Every major retirement decision comes with one important question: When? In this episode of Protect Your Assets, David Hollander discusses the timing decisions that can have a lasting impact on your financial future, including when to claim Social Security, when required minimum distributions (RMDs) begin, when Roth conversions may make sense, and how the order of retirement account withdrawals can influence your long-term tax strategy.
Whether you're approaching retirement or already there, this episode offers practical retirement planning insights to help you make more informed decisions about your income, taxes, and legacy.
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"Retirement Planning: When Should You Take Social Security, RMDs, and Retirement Income?" is an episode of KNBR Podcast. Runtime 34 min. Published June 29, 2026. Hit play above to stream it here, or open the free Spot Sports app for background play and offline downloads.