5 Steps to Building a Confident Retirement Withdrawal Plan

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Learn How To Create A High-Level Plan For Your Retirement That's Not Connected With Where You Choose To Invest Your Money

📍 Your Retirement Income Strategy Starts Here
Planning your retirement withdrawals can feel overwhelming—but it doesn’t have to be. In this video, I’ll walk you through the 5 key steps to building a confident retirement income strategy using a real case study and our retirement planning software.
We’ll talk about how to line up your income sources, track your spending, and use tax-smart moves like Roth conversions to help reduce future RMDs and smooth out your taxes over time.

Here’s what you’ll learn:
Step 1: Map out your income and expenses
Get a clear view of how much money is coming in, how much is going out, and how that changes over time.

Step 2: Dial in your plan and make adjustments
Understand how your planned spending and income affect your plan’s success — and what tweaks you can make to stay on track.

Step 3. Analyze your plan for tax optimization
See how things like delayed Social Security, pensions, and RMDs can impact your taxes — and where early tax-saving opportunities may exist.

Step 4: Plan out Roth conversions
Use lower tax years in early retirement to convert IRA funds to Roth and reduce your lifetime tax burden.

Step 5 Build your withdrawal strategy
Learn how to tap into your investment accounts in the most tax-efficient way and align income with your retirement lifestyle.

Ready to create a retirement plan that actually works?
Learn how to create a high-level plan for your retirement that's not connected with where you choose to invest your money.

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