The Retirement Red Zone: Why the Final 5 Years Decide Everything

Описание: Are you prepared for the "Sequence of Returns Risk" or future RMD tax bombs? John Gragg, CFP®, breaks down the exact 3-part framework you need to turn your volatile portfolio into a reliable monthly ATM. Learn how to optimize your retirement and income plan before it's too late.

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CHAPTERS:
0:00 - The Uncomfortable Truth About Retirement
0:40 - The Math Flips: Market Returns vs Savings
1:53 - Do You Have an Income Plan or Just a Portfolio?
3:08 - How to Leverage Roth Conversions Early
4:09 - Designing Your Post-Career Lifestyle

Tags: tax arbitrage gap, roth conversion strategy, sequence of returns risk, retirement tax planning, buffer bucket strategy, wealth preservation, financial advisor, california