The Perfect Retirement Spending Plan to MINIMIZE Taxes (3 Step System) скачать в хорошем качестве

The Perfect Retirement Spending Plan to MINIMIZE Taxes (3 Step System)

Engineering Your Retirement Paycheck: A Systematic Approach to Optimizing Withdrawals Retirement Strategy Discussion: https://www.healthyfp.com/contact-us In this video, Bob Wolfe, a certified financial planner and IRS enrolled agent, shares a structured decision-making system to turn your retirement savings into an optimized income stream. Instead of focusing on withdrawal rates, Bob emphasizes making informed withdrawal decisions to avoid running out of money or overpaying in taxes. Key topics covered include building an income foundation, calculating your true withdrawal gap, and managing withdrawals with tax considerations. The video includes practical examples like Sarah and Tom's retirement scenario and delves into the types of retirement accounts and their tax implications. Whether it’s filling tax brackets strategically or considering Roth conversions, this video provides a comprehensive framework for making sound financial decisions in retirement. Watch to gain control over your future finances and learn how to revisit your strategies annually to ensure you thrive for decades. 00:00 Introduction to Retirement Income Engineering 00:47 Overview of Today's Topics 01:23 Mapping Your Income Foundation 03:08 Understanding Different Account Types 04:00 Case Study: Sarah and Tom's Withdrawal Strategy 07:24 Medicare and Social Security Considerations 08:36 Decision Making Framework for Withdrawals 10:50 Final Thoughts and Next Steps DISCLAIMER: Content shared by WolfeOnWealth is for educational purposes only and should not be considered tax, legal, accounting, or investment advice. Advisory services are offered through wHealthyFP LLC, doing business as HealthyFP, an investment adviser registered with the state of Pennsylvania, and only provided to clients where we are properly registered or exempt. Investments involve risk, including possible loss of principal. No assurance can be given that any strategy will be successful. Please consult your own tax, legal, or financial professional for guidance specific to your situation. IRS CIRCULAR 230 DISCLOSURE: Any U.S. tax advice contained in this communication is not intended or written to be used, and cannot be used, for the purpose of avoiding penalties under the Internal Revenue Code or promoting, marketing or recommending any transaction or matter addressed herein.