Step-By-Step Guide to Tax-Efficient Retirement Withdrawals In Retirement скачать в хорошем качестве

Step-By-Step Guide to Tax-Efficient Retirement Withdrawals In Retirement

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 video, I provide a step-by-step guide to making tax-efficient retirement withdrawals so you can keep more of your hard-earned money. As a Certified Financial Planner and host of the Early Retirement Podcast, I'll explain the exact withdrawal order from brokerage accounts, IRAs, and Roth IRAs—plus how to avoid costly tax traps like large RMDs. Using a real case study, I break down key strategies to save you thousands in taxes and help your money last longer. Whether you're about to retire or retire, this video will give you a clear roadmap for more innovative income planning. Subscribe to learn how to optimize your portfolio and spend confidently in retirement. –––––––––––––––––––––––––––––– Time Stamp 00:00 – Intro: Who This Video Is For 01:08 – Why Tax Strategy Matters More in Retirement 02:05 – Real-Life Case Study: John & Jane’s Financial Snapshot 03:44 – Inheritance, Step-Up in Basis & Brokerage Accounts 05:00 – Retirement Withdrawal Framework Explained 06:10 – Why Brokerage Accounts Usually Come First 07:25 – Required Minimum Distributions (RMDs) Explained 09:00 – Why Early IRA Withdrawals May Hurt You 10:22 – The Power of Tax Deferral & Long-Term Compounding 11:14 – Part-Time Income Strategy & Portfolio Growth 12:25 – General Withdrawal Order: Brokerage → IRA → Roth 13:12 – Exceptions to the Rule (Legacy Goals, Lifestyle Preferences) 14:20 – When It Might Make Sense to Use Roth Earlier 15:15 – Final Thoughts: Customize Your Plan, Don’t Generalize 16:10 – Outro & Call to Action –––––––––––––––––––––––––––––– 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:⚠️ All content is not to be received as financial advice, and each individual should consult with their dedicated financial planner, tax preparer, estate attorney, etc., before making any financial decisions. This video contains content I created and got permission from its creators to use. This Channel DOES NOT Promote or encourage Any illegal activities; all contents provided by This Channel are meant for EDUCATIONAL AND ENTERTAINMENT purposes only.