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Webinar #9: How do I make withdrawals from my retirement savings to minimize taxes and increase how long my money lasts?

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SKU: Webinar #9: How do I make withdrawals from my retirement savings to minimize taxes and increase how long my money lasts? (Consumer) Category:

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Webinar #9: How do I make withdrawals from my retirement savings to minimize taxes and increase how long my money lasts?

Conventional wisdom says a retiree should draw funds from all taxable savings, then tax-deferred, then tax-exempt Roth accounts until each type of savings is gone. However, there are ways you can coordinate your Social Security with how you take distributions from your retirement savings that can add many years to how long your money lasts. Learn a strategy that coordinates when you start Social Security with tax-efficient withdrawals from your savings and make your money last longer.

Three things you need to know:
1. The limitations of the conventional wisdom for drawing down savings for retirement income.
2. Why it is important to follow a retirement savings withdrawal strategy.
3. How to coordinate when you claim Social Security with a tax-efficient withdrawal strategy to increase the longevity of your assets.

 

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