Are you wondering where to pull money from first in retirement? It's a critical decision that can significantly impact your financial future. In fact, an optimized retirement withdrawal strategy is projected to save one of our clients over $420,000 in lifetime taxes!

In this video, Alex breaks down a proven framework to help you save taxes, illustrated by a reallife case study.

0:00 What you'll learn
0:24 Three account buckets you need to know
0:47 The payasyougo
1:21 The ticking time bomb
2:15 The holy grail!
2:36 Framework to decide
3:03 Categorize by bucket
3:27 Determine need
3:43 Fill the need
4:11 Apply tax
4:53 Make revisions
5:19 Mike and Judy's retirement plan
7:16 The tax trap!
9:03 Free retirement readiness report
9:23 Save $420,000 taxes

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☎ FREE TAX & RETIREMENT ANALYSIS ☎
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✍ SHOW NOTES & RESOURCES ✍
Show notes: https://onedegreeadvisors.com/2024/03...
Video Link: I'm 63 with $2.3M. What can I spend in retirement?:    • How Much Can I Spend in Retirement Wi...  

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This does not constitute an investment recommendation. Investing involves risk. Past performance is no guarantee of future results. Consult your financial advisor for what is appropriate for you.
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