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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)


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