The Best Retirement Withdrawal Strategies скачать в хорошем качестве

The Best Retirement Withdrawal Strategies

For individuals who are approaching retirement, the most important thing is to understand how to withdraw funds from their retirement accounts. There are several different strategies that you can use to withdraw funds from your retirement accounts. The optimal retirement account withdrawal strategy depends on your investment goals, risk tolerance, and the amount of time you expect to live. For example, if you are investing for a long-term goal like retirement and want to take advantage of tax-advantaged accounts, you should consider withdrawing funds from a Roth IRA or 401k. If you are investing for short-term goals like a vacation or a car, you should consider withdrawing funds from taxable accounts such as a 401k or IRA. What are the other best retirement withdrawal strategies? Let's explore them in this video. TIMESTAMPS 0:00 - Introduction 2:05 - How the market impacts your retirement income? 3:21 - The risk of running out of money 5:06 - The Guardrails Approach (Jon Guyton) 7:00 - 4% Example 8:55 - How to maximize the efficiency of income 10:08 - Roth conversions in retirement 10:55 - How to retire early? ABOUT ME: I am Ari Taublieb and I help people achieve financial freedom through early retirement. As a Financial Planning Specialist, I help my clients map out a realistic personal financial plan for maximizing their present lifestyle and optimizing future retirement years. Need help with your retirement planning? Click the link below and let's work towards building your dream retirement. https://rootfinancialpartners.lpages.... 👇🏻 Get more tips and strategies on maximizing retirement income, retirement planning, investing, tax strategy and more. Podcast - https://earlyretirementpodcast.com Apple podcast: https://podcasts.apple.com/us/podcast... Amazon Music: https://music.amazon.com/podcasts/9d9... Google podcast: https://podcasts.google.com/feed/aHR0... LET’S STAY CONNECTED LINKEDIN -   / aritaublieb   INSTAGRAM -   / ariearlyret.  . 📣 Please like this video and tell us what you think! Your valuable feedback helps me create better content for you. –––––––––––––––––––––––––––––– ⏰ SCHEDULE ⏰ 🔴 New Videos Every Friday 🔴 👉 Don't forget to tell me your opinion in the comments below. Thank you for supporting “ Early Retirement with Ari Taublieb”. ...................................................................................................................................... 📺 Watch my previous videos📺 🎬 How To Spend Without Running Out Of Money In Retirement | Top Tip For Retirement Planning    • How To Spend Without Running Out Of Money ...   🎬 Tax Savings You MUST Take Advantage Of    • Tax Savings You MUST Take Advantage Of || ...   🎬 Spending Money: How Would You Feel If You Could Spend More Today?    • How Would You Feel If You Could Stop Worki...   🎬 This Is What A FINANCIAL PLAN Looks Like!    • This Is What A FINANCIAL PLAN Looks Like!   -------------------------------------------------------------------------------------------------------------------------------- ❣ SPONSORED: No, this video was not sponsored. -------------------------------------------------------------------------------------------------------------------------------- 📧 For Business Inquiries 📧: Mail: [email protected] -------------------------------------------------------------------------------------------------------------------------------- ⚠️ "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.