Optimizing Retirement Withdrawals: Which Accounts to Tap First? (Part 1) скачать в хорошем качестве

Optimizing Retirement Withdrawals: Which Accounts to Tap First? (Part 1)

Wondering which accounts to draw from first in retirement? In this video, Michael Neuenschwander, CPA and Certified Financial Planner™ at Outlook Wealth Advisors, explains how to optimize your withdrawal strategy to minimize taxes and maximize the longevity of your portfolio. We cover: ✔️ The pros and cons of taxable accounts, traditional IRAs, and Roth IRAs ✔️ Strategies to reduce required minimum distributions (RMDs) ✔️ How Social Security, pensions, and other income sources affect your withdrawal strategy ✔️ Why a mix-and-match approach often works best for tax and investment efficiency Discover how to prioritize withdrawals to keep the IRS at bay while preserving your wealth. This video is Part 1 of our series on retirement withdrawal strategies—stay tuned for Part 2! 🔗 Learn more about building a secure retirement plan: Outlook Wealth Advisors 📍 Visit us: 224 Ed English Dr., Ste. A, The Woodlands, TX 77385 📞 Call us: 281.872.1515 ✉ Email: [email protected] At Outlook Wealth Advisors, we’ve spent over 25 years helping clients navigate important financial and retirement decisions with confidence. From strategies to help grow assets and reduce taxes to assisting clients protect their assets and manage healthcare costs, our team is here to guide you every step of the way. 👉 Subscribe for insights into smart financial strategies: Outlook Wealth Advisors YouTube Channel