Domino Effect of Your Retirement Decisions: How Social Security, IRA, Income, & Taxes Are Connected скачать в хорошем качестве

Domino Effect of Your Retirement Decisions: How Social Security, IRA, Income, & Taxes Are Connected

One of the least understood, but most impactful, aspects of retirement planning is how your Social Security, income strategy, IRA withdrawals, and taxes all work together. I analyze a real-world case study comparing two strategies for a couple retiring at 65, and show how the timing of Social Security and Roth conversions could mean a huge difference in yearly retirement income and taxes over time. With charts and visuals, I help you see how different strategies affect your income, tax bill, and legacy, potentially changing the lifestyle you’ll live and the money you’ll leave behind.  00:00 The Most Overlooked Mistake in Retirement Planning 00:47 The 4 Big Pillars of Retirement: Social Security, Income, IRA Withdrawals, and Taxes 02:17 A Real-Life Example: Married Couple, Age 65, Exploring Two Different Strategies 03:36 Side-by-Side Account Balance Projections Over Time 04:15 Why One Strategy Creates an Extra $30K per Year by Age 73 05:07 The Surprising Tax Difference at Age 80: $17,000 vs. $1,400 07:06 Line and Bar Charts Reveal How Each Strategy Affects Wealth, Taxes, and RMDs 09:09 How Your Account Composition Affects What You Leave Behind 11:28 Upcoming Insights from Ed Rossi, Nicole Riney, and Janice Whitten 11:58 Understanding the Complex Formula Behind Social Security Taxation 14:59 Everything’s Connected: Why Retirement Planning Requires a Look at Sequence ➡️ Do you need a Retirement Success Plan that goes beyond allocating funds to truly fit your needs? We can help you create a retirement life plan customized for your retirement vision and legacy. Call us at (877) 404-0177 or fill out this form for a free consultation: https://click2retire.com/dominoes ✉️ Receive retirement financial planning insights straight to your inbox monthly here: https://click2retire.com/yt-newsletter 🎥  Subscribe to our channel to keep learning here: https://click2retire.com/subscribe Disclaimer: Hypothetical outcomes do not reflect actual results and are not guarantees of future results. Any index references herein are unmanaged and cannot be directly invested into. Past performance is no indication of future results. All investing involves risk, including the potential loss of principal, and there can be no guarantee that any investing or tax savings strategy will be successful. Advisory services are provided through Oak Harvest Investment Services, LLC, a registered investment adviser. Insurance services are provided through Oak Harvest Insurance Services, LLC, a licensed insurance agency.