This video will go over the best ways to withdraw money in retirement to ensure you never run out.
I emphasize a dynamic approach, using a real-life example of using Roth conversions to maximize retirement savings and examining the limitations of the 4% rule.
I will also provide practical steps for withdrawals, starting with cash, then brokerage accounts, pre-tax assets, and finally Roth IRAs.
–––––––––––––––––––––––––––––– Time Stamp 00:00 Intro 01:10 Adjusting Spending Based on Market Performance. 02:56 Real-Life Example of a Client 04:00 Roth Conversions During a Market Downturn. 05:45 Follow Dynamic Approach 06:35 Introducing 4% Rule 08:49 Main Issue With 4% Rule 10:30 Cash vs Managing Other Accounts 12:30 Doing a Real Tax Planning 15:13 Pro Tips for My Clients 17:15 Summary 17:40 Work With Us
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Ari Taublieb, CFP®, MBA, is the Vice President of Root Financial Partners (Fiduciary) and host of the Early Retirement Podcast.
–––––––––––––––––––––––––––––– 📣 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.
