Tax Efficient Withdrawal Strategies to Reduce Taxes in Retirement

Do you have a tax-efficient retirement withdrawal strategy that maximizes your after-tax income in retirement? You can schedule an appointment with one of our Retirement Experts to look at your situation and help you plan for your future. Call us at (920) 544-0576 or go to https://www.safeguardinvest.com/contact.

You need income in retirement. Where will it come from?

Which of your retirement accounts will you withdraw from in a given year to save on taxes, not only this year but for years to come?

This is one of the most important questions in retirement.

Decisions you make in Year 1 of retirement will affect what happens in Year 15 of retirement.

As you start to think about all of the variables you need to consider in this withdrawal process, it can be overwhelming.

There is a lot of advice pertaining to this topic that a retiree can follow. Unfortunately, a lot of the advice I see is destructive at best. We'll show why in this Wealth Wednesday...

In this presentation, we lay a framework for building a tax-efficient income stream in retirement. We will discuss:

✅ Retirement Tax Strategies you can begin using in your retirement immediately

✅ Why the optimal withdrawal strategy to reduce taxes will vary for everyone. There is no one-size-fits-all

✅ Why tax planning and using the right retirement withdrawal strategies in your retirement plan can be one of the most critical steps you can take to increase your after-tax wealth

✅ How to reduce taxes in retirement in surprising ways with focused retirement income planning

#taxefficientwithdrawalstrategies #retirementincomeplanning #taxplanning

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Always remember, "You Don't Need More Money; You Need a Better Plan"

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Safeguard Wealth Management is a Registered Investment Advisor in the State of WI. Safeguard Wealth Management is not an insurance provider. All content on Youtube is for informational purposes only and should not be taken as personal advice for your situation. You can read more disclosures at https://www.safeguardinvest.com/fiduc...