The Most Tax-Efficient Sequence of Withdrawal Strategy Explained
Update: 2021-06-18
Description
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TAN Wealth Management
You work so hard to save and accumulate wealth during your working years. Now you are in retirement; it’s time to use it. For today's educational video, I am going to share with you the most tax-efficient ways to withdraw money from your accounts in retirement. The industry calls it sequence-of-withdrawals. Of course, there are exceptions to the rules depending on your unique financial position.
OVERVIEW:
- The most tax-efficient sequence of withdrawal strategy explained
- The goals of the sequence of withdrawals strategy
- Terminology
- The sequence of withdrawals strategy for retirees before age 72
-The sequence of withdrawals strategy for retirees after age 72
- Best practice
- Preservation of accounts in the following orders
- Tips
Connect with me on LinkedIn: https://www.linkedin.com/in/tanmphan
TAN Wealth Management
You work so hard to save and accumulate wealth during your working years. Now you are in retirement; it’s time to use it. For today's educational video, I am going to share with you the most tax-efficient ways to withdraw money from your accounts in retirement. The industry calls it sequence-of-withdrawals. Of course, there are exceptions to the rules depending on your unique financial position.
OVERVIEW:
- The most tax-efficient sequence of withdrawal strategy explained
- The goals of the sequence of withdrawals strategy
- Terminology
- The sequence of withdrawals strategy for retirees before age 72
-The sequence of withdrawals strategy for retirees after age 72
- Best practice
- Preservation of accounts in the following orders
- Tips
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