Interested in a custom strategy to retire early?
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In this crucial episode, We do deep into the most important strategies for optimizing withdrawals in early retirement.

We'll go over which accounts to withdraw from first, how to minimize tax burdens, and the significance of a longterm tax planning window.

With detailed examples and reallife scenarios, this video provides actionable insights for anyone planning to retire early.

Whether you're considering Roth conversions, managing brokerage accounts, or planning for healthcare expenses, this episode covers it all.

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Time Stamp
00:00 Introduction
00:30 Importance of Withdrawal Strategy
03:00 Example Scenario Introduction
04:00 Viewer Comment Highlight
06:00 Explanation of Different Accounts
08:30 Where to Pull Money From First
12:00 Strategic Roth Conversions
15:00 Tax Planning Window
18:00 Capital Gains and Pretax Balances
20:00 Projected Future Tax Brackets
22:00 Detailed Example of John
25:00 Conclusion and Final Tips

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eBook: The Complete Guide To An Early Retirement (FREE)→
https://rootfinancialpartners.com/ear...

eBook: The Complete Guide To Health Insurance (FREE)→
https://rootfinancialpartners.com/hea...

Early Retirement Expense Calculator (FREE) → https://rootfinancialpartners.com/cas...

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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Are you taking advantage of tax planning before 2026? Most people hoping to retire early know they're leaving money on the table but don't know how to fix it.

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⚠ "DISCLAIMER:⚠

All content is not to be received as financial advice, and each individual should consult with their dedicated financial planner, tax preparer, estate attorney, etc., before making any financial decisions.

This video contains content I created and got permission from its creators to use. This Channel DOES NOT Promote or encourage Any illegal activities; all contents provided by This Channel are meant for EDUCATIONAL AND ENTERTAINMENT purposes only.