Skip to main content

Retirement Withdrawal Strategy. The Ideal Retirement Plan Considers Taxes too!


Are you planning to retire or already in retirement? Do you have a strategy for how you plan to take withdrawals from your retirement assets? -Dave Zoller, CFP® Subscribe to this channel here: ----------------------- ❤️[THE "DO IT YOURSELF" RETIREMENT PLAN] Achieve Your Successful & Secure Retirement WITHOUT A Financial Advisor ✅ [THE PERFECT RETIREMENT PLAN] WATCH THE FREE WORKSHOP 🎁 [FREE GIFT: HOW TO FIND YOUR PURPOSE IN RETIREMENT] 🏝 [HOW MUCH YOU NEED TO RETIRE?] Take The QUIZ To Find Out How Much You Need To Retire. 👍 [ HAVE QUESTIONS ABOUT RETIREMENT? ] APPLY FOR A PRIVATE RETIREMENT STRATEGY CALL WITH ME. ➡️ [CONNECT WITH ME ON LINKEDIN] ----------------------- POPULAR RETIREMENT VIDEOS 3 Must-Have Assets When retirement planning. You Know You Can Retire When You Answer YES To These 4 Questions. 5 Things To Do 5 Years Before Retirement The 3-Bucket Retirement Withdrawal Strategy How Much Do I Need To Retire? ----------------------- In this video, we're going to look at retirement withdrawal strategies and which one could make the most sense for you. At the end of the last video I did on the Biden proposed changes and how it impacts your retirement, I talked about how we model a lot of different tax scenarios or outcomes that could play out for our clients. Right now we are at historically low tax rates and as you look at history, it seems to move in a cyclical fashion. And, in my opinion, there are some other reasons why tax rates could be going up. But I don't have a crystal ball so, instead, we model out a bunch of different scenarios for our clients and choose the one where they pay the least amount in taxes over their lifetime. So I want to show a visual representation so you can get an idea of the options you might have with tax planning and your ideal retirement withdrawal strategy. But first, I'm dave zoller, and I run a retirement planning firm with my business partner Tim. and if you're thinking about your retirement, I put a few helpful resources in the description below so be sure to check those out. So as we get into this visual example here are few assumptions. ----------------------- #retirement #retirementplanning #retirementincome MUSIC: Sons and Daughters-Nickolas Jones Subway Dreams- Dan Henig 1. or 2. Disclaimer: Since we don’t know your specific situation, none of this information should be construed as tax, legal, financial, insurance, financial advice, or other advice and may be outdated or inaccurate. It is your responsibility to verify all information yourself. This content is prepared for entertainment purposes only. If you need advice, please contact a qualified CPA, attorney, insurance agent, financial advisor, or the appropriate professional for the subject you would like help with. Streamline Financial Services, LLC or its members cannot be held liable for any use or misuse of this content. Disclosures: Securities offered through LaSalle St. Securities LLC (LSS), member FINRA/SIPC. Advisory services offered through LaSalle St. Investment Advisors LLC (LSIA), a Registered Investment Advisor. Streamline Financial Services is not affiliated with LSS or LSIA. LSS is affiliated with LSIA....(read more)


LEARN MORE ABOUT: Qualified Retirement Plans
REVEALED: How To Invest During Inflation
HOW TO INVEST IN GOLD: Gold IRA Investing
HOW TO INVEST IN SILVER: Silver IRA Investing
https://inflationprotection.org/retirement-withdrawal-strategy-the-ideal-retirement-plan-considers-taxes-too/?feed_id=51521&_unique_id=63a0d6412d31d #Inflation #Retirement #GoldIRA #Wealth #Investing #3bucketsstrategy #4rule #Chicagofinancialplanner #financialadvice #FinancialPlanning #howmuchdoineedtoretire #howmuchtosaveforretirement #howtoretire #howtowithdrawmoneyinretirement #investing #napervillefinancialplanner #Retirement #retirementcalculator #retirementincome #retirementinvestinginyour50s #retirementplanning #retirementplanningat50 #retirementplanningat60 #retirementwithdrawalstrategy #RothIRA #socialsecurityretirement #QualifiedRetirementPlan #3bucketsstrategy #4rule #Chicagofinancialplanner #financialadvice #FinancialPlanning #howmuchdoineedtoretire #howmuchtosaveforretirement #howtoretire #howtowithdrawmoneyinretirement #investing #napervillefinancialplanner #Retirement #retirementcalculator #retirementincome #retirementinvestinginyour50s #retirementplanning #retirementplanningat50 #retirementplanningat60 #retirementwithdrawalstrategy #RothIRA #socialsecurityretirement
Labels:

Comments

Post a Comment

Popular posts from this blog

"Is Birch Gold Group a Reliable Choice for Your 2023 Gold IRA Investments?" - A Quick Review #shorts

In this Birch Gold Group review video, I go over what makes this Gold IRA company unique, the pros and cons, their fees, minimums, and much more. Get their free guide here: 👉 FREE Resources: ➜ Gold IRA Company Reviews: Birch Gold Group boasts high ratings from consumer advocate groups. With an A-plus rating from the Better Business Bureau, a triple-A rating from the Business Consumer Alliance, and high marks from Trust Link, Trustpilot, and Google Business, Birch Gold is a top choice to trust your hard-earned retirement savings. Birch Gold Group’s low initial investment minimum is another edge it has over its competitors whose minimums can range from $25,000 to $50,000. A beginning $10,000 minimum investment is all that is required to start a GOLD IRA with Birch which is advantageous for first-time investors. Spanning nearly two decades, Birch Gold Group’s mission and philosophy focus on a commitment to understanding your needs and finding the right fit for you. Their
Post a Comment
Read more

Should I Rollover My 401k to an IRA? YES! #shorts #retirement #financialfreedom

Should I Rollover My 401k to an IRA? YES! #shorts #retirement #financialfreedom Should I Rollover My 401k to anIRA 🤔 || 401k to IRA Rollover Pro's & Con's In this video, I want to talk about rolling over your 401k to an IRA Rollover and if that makes sense for your retirement planning . I want to look at the pro's to rolling over a 401k and also the con's to rolling over a 401k. When you should rollover your 401k to an IRA and when you should NOT rollover your 401k to an IRA. Let's talk about when you should NOT rollover your 401k to an IRA: 1. You are still working and are under the age of 59.5 2. You are 55 and considering retirement (Rule 55) 3. Increased creditor protection in a 401k 4. 401k's offer loans--IRA's do not offer loans Why you SHOULD rollover your 401k to an IRA 1. More investment choices in IRA over 401k 2. Lower investment fees 3. Convert IRA to Roth IRA (Roth IRA Conversion) 4. Consolidation from multiple 401k'
Post a Comment
Read more