The SIMPLE Withdrawal Strategy You Should Use First in Retirement...
Are you optimizing your retirement withdrawal strategy to deliver the maximum wealth to you and your family? Do you know which account to pull from first in retirement? You can schedule an appointment with one of our Retirement Experts to look at your situation and help you plan for your future. Call us at (920) 544-0576 or go to https://www.safeguardinvest.com/contact. Timestamps: 0:00 Which Account to Pull From First? 0:33 Your 3 Tax Buckets in Retirement 1:58 The Cost of Forced Income 3:37 The Traditional Withdrawal Method 4:22 Reversing the Traditional Withdrawal Method 4:56 Additional Options You Have in Withdrawing 5:27 A General Withdrawal Framework 7:42 Your Taxable Account Facilitates Tax Savings 9:37 Roth Conversion Optimization Before 63 10:43 Roth Conversion Optimization After 63 - - - - - - - - - - - - - - Always remember, "You Don't Need More Money; You Need a Better Plan" 🍿 Subscribe to our channel: https://www.youtube.com/channel/UCVMA... 🏆 Join our Weekly Email Series: https://bit.ly/weekly-email-series 📈 Talk with us about your retirement plan here: https://www.safeguardinvest.com/contact 📚 The New 60/40: How the Next Generation of Retirees Can Achieve Radical Financial Freedom through Better Safe Investing - https://www.amazon.com/New-60-Generat... Safeguard Wealth Management is an SEC Registered Investment Advisor. Safeguard Wealth Management is not an insurance provider. All content on Youtube is for informational purposes only and should not be taken as personal advice for your situation. You can read more disclosures at https://www.safeguardinvest.com/fiduc...
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