Crafting personalized

Retirement Withdrawals Plans

The importance of having a plan

Retirement isn't just about leaving the workforce; it's about optimizing your income streams and minimizing your tax burden to make the most of your hard-earned savings.

In this guide, we will look at how to make tax-efficient retirement withdrawals, providing you with the knowledge and strategies you need to navigate your retirement. Whether you’re already retired or planning ahead, the information below will be crucial in helping you make informed decisions. Let’s dig in!

More importantly, when is it going to cost you?

Asset Map

To stay organized, I would suggest creating a visual (Asset Map) such as the example below. Additionally, this can be used to make sure spouses are on the same page with their financial picture. A copy can also be kept with your will, so your executor knows where your financial assets are located.

If you would like your own Asset Map, email me.

Needless to say, having a proper withdrawal strategy in place can save you thousands if not hundreds of thousands in taxes throughout your retirement.

If you want to figure out how to withdraw funds out of your retirement portfolio tax-efficiently, below is a link to our retirement withdrawal questionnaire. It takes about 5 minutes to complete and I will send you your very own personalized video with retirement withdrawal strategies that work for you.