Step-by-Step Guide to Tax-Efficient Retirement Withdrawals: Social Security, Roth IRAs & 401(k)s

Описание: 00:00 Intro
00:39 Timing the Withdrawal
01:36 Things to Consider - Required Minimum Distributions
02:02 Things to Consider - Bucket Strategy
02:33 Things to Consider - Tax Efficiency
03:56 Looking at Tax Deductions & Tax Brackets
04:59 Example
06:13 Reduce Future RMDs
07:10 Example While Claiming Social Security
09:56 Up Market vs Down Market
11:24 Bloopers

Learn how to create a tax-efficient retirement withdrawal strategy with this step-by-step guide! This video covers real-life examples of how to balance withdrawals from Social Security, Roth IRAs, and 401(k)s while minimizing taxes and maximizing income. Discover actionable tips to reduce your tax burden, manage Required Minimum Distributions (RMDs), and plan for both up and down markets. Whether you're just starting to plan or already retired, these proven strategies will help you keep more money in your pocket!

Some of my favorite books: https://amzn.to/3KF3tlr
Camera & equipment I use: https://amzn.to/3Z20lof

Disclaimer: Please note that this video is made for entertainment purposes only and not to be taken as financial advice. Always make sure to do your own research.

Join the family & subscribe to my channel here:    / erintalksmoney  

Thanks for watching, I appreciate you!