The Costly Withdrawal Mistakes Wealthy Retirees Keep Making

Описание: Book a call with me here: https://oncehub.com/PAGE-F1005214ED

You’ve done what most people haven’t — built real wealth for retirement. Maybe your portfolio is $1 million, $5 million, or more. You’ve worked hard, saved diligently, and invested wisely. But now comes the hardest part: how to take money out without breaking your plan.

Even financially successful retirees — doctors, executives, and business owners — make costly withdrawal mistakes every year. Not because they didn’t save enough, but because they didn’t have a strategy for how to spend what they’ve saved.

They overpay in taxes.
They trigger unnecessary Medicare surcharges.
They withdraw from the wrong accounts at the wrong time.
And they lose control of a plan that took decades to build.

In this video, I’ll break down the three withdrawal principles that wealthy retirees use to make their money last — without fear of running out or overpaying the IRS.

Here’s what you’ll learn:
✅ Dynamic Withdrawal Planning — why the 4% rule can hurt wealthy retirees, and how flexible guardrails can help you spend confidently through any market environment.
✅ Tax-Smart Withdrawal Sequencing — how to pull from the right accounts (taxable, tax-deferred, Roth) at the right time to minimize taxes, reduce RMDs, and avoid Medicare penalties.
✅ Guardrails That Keep You on Track — how wealthy retirees adjust spending without panic, protect long-term income, and make the most of good market years.

Because here’s the truth: Wealth doesn’t create confidence — strategy does.
Without a structured withdrawal plan, even multimillion-dollar portfolios can fall apart faster than expected.

If you’ve worked hard to build your wealth, now’s the time to protect it — and use it wisely. Click the link above to book a consultation, and I’ll show you exactly how to:

Turn savings into sustainable income

Coordinate withdrawals to reduce taxes

Build flexibility into your retirement plan

Spend with confidence — not guesswork

You’ve built your wealth. Now it’s time to make it last.

Securities offered through Sigma Financial Corporation, Member FINRA/SIPC. Investment Advisory services offered through Sigma Planning Corporation, a registered Investment Advisor. DMH Financial Solutions is independent of Sigma Financial Corporation and Sigma Planning Corporation.


📍 Address: 6424 W 101st Place, Overland Park, KS 66212

📞 Phone: 913-944-5423






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