Which Account Should I Take Money From First in Retirement? скачать в хорошем качестве

Which Account Should I Take Money From First in Retirement?

Are you wondering where to pull money from first in retirement? It's a critical decision that can significantly impact your financial future. In fact, an optimized retirement withdrawal strategy is projected to save one of our clients over $420,000 in lifetime taxes! In this video, Alex breaks down a proven framework to help you save taxes, illustrated by a real-life case study. 0:00 What you'll learn 0:24 Three account buckets you need to know 0:47 The pay-as-you-go 1:21 The ticking time bomb 2:15 The holy grail! 2:36 Framework to decide 3:03 Categorize by bucket 3:27 Determine need 3:43 Fill the need 4:11 Apply tax 4:53 Make revisions 5:19 Mike and Judy's retirement plan 7:16 The tax trap! 9:03 Free retirement readiness report 9:23 Save $420,000 taxes ❓HOW MUCH DO I NEED TO RETIRE? ❓ Get your free RETIREMENT READINESS REPORT to find out! https://app.precisefp.com/w/osrtro ☎️ FREE TAX & RETIREMENT ANALYSIS ☎️ Call us at (619) 282-3288 or schedule online https://onedegreeadvisors.com/getstar... ✍ SHOW NOTES & RESOURCES ✍ Show notes: https://onedegreeadvisors.com/2024/03... Video Link: I'm 63 with $2.3M. What can I spend in retirement?:    • How Much Can I Spend in Retirement Wi...   👉 JOIN 964+ OTHER RETIREES AND RECEIVE OUR WEEKLY RETIREMENT RECAP EMAIL + GAIN ACCESS TO OUR PRIVATE CLIENT MEMO 👈 https://onedegreeadvisors.com/blogs/ ✅ LEARN ABOUT HOW WE CAN HELP YOU THROUGH RETIREMENT ✅ https://onedegreeadvisors.com/ Twitter:   / onedegreetweets   Facebook:   / onedegreeadvisors   This does not constitute an investment recommendation. Investing involves risk. Past performance is no guarantee of future results. Consult your financial advisor for what is appropriate for you. Disclosures: https://onedegreeadvisors.com/solutio...