This Is The Only Withdrawal Strategy That Applies To An Early Retirement

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This video will go over the best ways to withdraw money in retirement to ensure you never run out.

I emphasize a dynamic approach, using a real-life example of using Roth conversions to maximize retirement savings and examining the limitations of the 4% rule.

I will also provide practical steps for withdrawals, starting with cash, then brokerage accounts, pre-tax assets, and finally Roth IRAs.

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Time Stamp
00:00 Intro 
01:10 Adjusting Spending Based on Market Performance.
02:56 Real-Life Example of a Client 
04:00  Roth Conversions During a Market Downturn.
05:45 Follow Dynamic Approach 
06:35 Introducing 4% Rule 
08:49 Main Issue With 4% Rule 
10:30 Cash vs Managing Other Accounts 
12:30 Doing a Real Tax Planning
15:13 Pro Tips for My Clients 
17:15 Summary 
17:40 Work With Us

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PODCAST - https://earlyretirementpodcast.com/
INSTAGRAM -   / earlyretirementari  
LINKEDIN -   / aritaublieb  

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Ari Taublieb, CFP®, MBA, is the Vice President of Root Financial Partners (Fiduciary) and host of the Early Retirement Podcast.

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⚠️ "DISCLAIMER:⚠️

Advisory services are offered through Root Financial Partners, LLC, an SEC-registered investment adviser. This content is intended for informational and educational purposes only and should not be considered personalized investment, tax, or legal advice. Viewing this content does not create an advisory relationship. We do not provide tax preparation or legal services. Always consult an investment, tax or legal professional regarding your specific situation.

The strategies, case studies, and examples discussed may not be suitable for everyone. They are hypothetical and for illustrative and educational purposes only. They do not reflect actual client results and are not guarantees of future performance. All investments involve risk, including the potential loss of principal.

Comments reflect the views of individual users and do not necessarily represent the views of Root Financial. They are not verified, may not be accurate, and should not be considered testimonials or endorsements.

Participation in the Retirement Planning Academy or Early Retirement Academy does not create an advisory relationship with Root Financial. These programs are educational in nature and are not a substitute for personalized financial advice. Advisory services are offered only under a written agreement with Root Financial.