Feb 10 2025 17 mins 88
This episode explores essential strategies for effective retirement withdrawals, emphasizing the importance of minimizing tax liabilities while maximizing fund growth. Listeners gain valuable insights into withdrawal frameworks, tax implications, and the role of technology in planning for a secure retirement.
• Understanding income and tax strategies while working in retirement
• Examining a real-life case study on withdrawal methods
• Importance of software tools in financial planning
• Different accounts require distinct strategies for withdrawals
• Implications of Required Minimum Distributions
• Strategies to enhance wealth through intentional withdrawals
• The role of part-time income in retirement planning
• Tailoring withdrawal strategies based on individual goals
• The significance of legacy goals in financial planning
• Call for listeners to engage and share their feedback
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Ari Taublieb, CFP ®, MBA is the Chief Growth Officer of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.
