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Tax-Efficient Retirement Withdraw Strategies

You may have heard, “It’s not what you earn, it’s what you keep.”  No truer words have been said, especially when it comes to retirement withdrawal strategies.  Incorrect sequencing of drawing down different retirement income sources can have irreversible and devastating consequences.  This course covers the importance of strategically planning withdrawal sequencing from tax-deferred, tax-free, and taxable accounts.  Review the attached presentation to learn what variables can impact the correct sequencing for retirees.  

Click link below to open slides:

Tax Efficient Retirement Withdrawal Strategies Sep2019.pdf

If you would like Fran to make this presentation at your next event or schedule an introductory phone call with Fran, email fran@catalystwealthplanning.com.