I’m 60 With $1M+ PRE-TAX: How Do I Minimize Taxes In Retirement?

➡️ Get your custom retirement strategy - https://definingwealth.com/book-an-ex... Join Kyle and Jake as they discuss how to retire optimally for a 60 year old couple with $3.9 million. We walk through how to retire confidently, optimize their plan, and limit their lifetime tax liability in retirement. ============================= Work With Us: https://definingwealth.com/book-an-ex... Learn About Our Firm: https://definingwealth.com Access our planning tool: https://form.typeform.com/to/NhxsU9aA ============================= Here are the ways we work with clients at Defining Wealth: 1️⃣ One-Time Plan: A flat-fee, comprehensive retirement roadmap we build together—so you get clear advice, a personalized strategy, and the confidence to implement it on your own. 2️⃣ Ongoing Plan: A flat-fee plan with continued guidance, adjustments, and advice whenever you need it. 3️⃣ Wealth Management: Our all-inclusive wealth management service builds your plan, manages your investments, and proactively implements strategies for you—so everything is handled under one roof. Book a call with our team to see which option is right for you. ➡️ https://definingwealth.com/book-an-ex... ============================= Disclosure: The following video is for education and entertainment only, and is not to be considered financial or tax advice. Past performance is not indicative of future results. Some of the stories are hypothetical and have been altered to protect the privacy of our clients, these are for illustration purposes only. Thumbnail by gemini.