Retirement Drawdown Strategies to Preserve Wealth (Case Studies)

Описание: Where Should I Pull Money First in Retirement? Withdrawing funds in the right order can make a big difference in how much income you can enjoy in retirement and how long your money will last. Those who are unaware of the spending order may run out of funds decades before those who know how to spend efficiently from a tax perspective. Your liquidation strategy can make the difference between leaving your family nothing and passing on millions to the next generation.

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The first question to ask any financial adviser is, "Are you a fiduciary to me 100% of the time". Get the answer in writing Please note that some people call themselves "fee-based". This is NOT the same as fee-only. Fee-only advisers have committed to being fiduciary to you 100% of the time. Personally, I would only hire an adviser who is a fiduciary to me 100% of the time. This is not a suggestion on what you should do. Just sharing my personal preference.

0:00 - Overcoming Loss of Income in Retirement
0:18 - Making Sure Money Lasts Longer than We Do
0:50 – CASE STUDY Preview
1:26 - Retirement Income Base
1:40 - Social Security Tax & Timing Strategy
2:30 - What is Your Gap?
3:00 - Expense Surprises
3:19 - Filling the Gap
3:55 - “Tax Buckets” & Filling Tax Brackets Strategically
4:50 - Consider Your “Tax Windows”
5:30 - Tax Buckets ONE to FOUR
7:10 - Taxes on the HARVEST versus the SEED
9:55 - Tax Brackets and Roth IRAs
10:45 – CASE STUDY Number ONE
13:45 – CASE STUDY Number TWO
16:00 – Strategy for NO TAX in Retirement (Even Bigger Savings with Senior Deduction)
16:48 - The Best Strategy
17:15 – NO TAX on Regular IRA Distributions


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THESE VIDEOS ARE NOT FINANCIAL ADVICE (Disclaimer) 🚨 This information is only provided as an informational resource and should not be viewed as investment advice or recommendations. The decisions on how to invest, when to retire, and other financial planning topics are some of the most important financial decisions you will make in your life. I urge you to seek professional financial advice as you make this decision. Ideally, from a financial adviser, AND a CPA AND an attorney. Having the perspective of all three professions will help you make the right decision for you and your family. This information is being presented without consideration of the investment objectives, risk tolerance, or financial circumstances of any specific investor and may NOT be suitable for all investors. This information is NOT intended to, and should NOT, form a primary basis for any investment decision that you may make. Always consult your own legal, tax, and/or investment advisor before making any investment/tax/estate/financial planning considerations or decisions.

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Spoiler Alert: There are no "get rich" programs. Rather, just basic blocking & tackling and putting in time and care. Do your homework, choose wisely and (IMHO) work with experienced professionals who are fiduciary to you 100% of the time.