Which Account Should I Withdraw Money From To Retire Early? скачать в хорошем качестве

Which Account Should I Withdraw Money From To Retire Early?

Interested in a custom strategy to retire early? → https://vwo3759x8i7.typeform.com/earl... Get access to the same software I use for my clients and join the Early Retirement Academy here → https://ari-taublieb.mykajabi.com/ear... In this crucial episode, We do deep into the most important strategies for optimizing withdrawals in early retirement. We'll go over which accounts to withdraw from first, how to minimize tax burdens, and the significance of a long-term tax planning window. With detailed examples and real-life scenarios, this video provides actionable insights for anyone planning to retire early. Whether you're considering Roth conversions, managing brokerage accounts, or planning for healthcare expenses, this episode covers it all. –––––––––––––––––––––––––––––– Time Stamp 00:00 Introduction 00:30 Importance of Withdrawal Strategy 03:00 Example Scenario Introduction 04:00 Viewer Comment Highlight 06:00 Explanation of Different Accounts 08:30 Where to Pull Money From First 12:00 Strategic Roth Conversions 15:00 Tax Planning Window 18:00 Capital Gains and Pre-tax Balances 20:00 Projected Future Tax Brackets 22:00 Detailed Example of John 25:00 Conclusion and Final Tips –––––––––––––––––––––––––––––– eBook: The Complete Guide To An Early Retirement (FREE)→ https://rootfinancialpartners.com/ear... eBook: The Complete Guide To Health Insurance (FREE)→ https://rootfinancialpartners.com/hea... Early Retirement Expense Calculator (FREE) → https://rootfinancialpartners.com/cas... PODCAST - https://earlyretirementpodcast.com/ INSTAGRAM -   / earlyretirementari   LINKEDIN -   / aritaublieb   What video topic would you like to see discussed in a future video? Ari Taublieb, CFP®, MBA, is the Vice President of Root Financial Partners (Fiduciary) and host of the Early Retirement Podcast. –––––––––––––––––––––––––––––– 📣 Are you taking advantage of tax planning before 2026? Most people hoping to retire early know they're leaving money on the table but don't know how to fix it. 👉 Subscribe to our channel and press the bell icon. ––––––––––––––––––––––––––––– ⚠️ "DISCLAIMER:⚠️ Advisory services are offered through Root Financial Partners, LLC, an SEC-registered investment adviser. This content is intended for informational and educational purposes only and should not be considered personalized investment, tax, or legal advice. Viewing this content does not create an advisory relationship. We do not provide tax preparation or legal services. Always consult an investment, tax or legal professional regarding your specific situation. The strategies, case studies, and examples discussed may not be suitable for everyone. They are hypothetical and for illustrative and educational purposes only. They do not reflect actual client results and are not guarantees of future performance. All investments involve risk, including the potential loss of principal. Comments reflect the views of individual users and do not necessarily represent the views of Root Financial. They are not verified, may not be accurate, and should not be considered testimonials or endorsements. Participation in the Retirement Planning Academy or Early Retirement Academy does not create an advisory relationship with Root Financial. These programs are educational in nature and are not a substitute for personalized financial advice. Advisory services are offered only under a written agreement with Root Financial.