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If you are retiring at 60 with $1 million saved, the 4% rule may not be enough.

Retirement does not stay the same year after year. Your spending changes. Markets change. Taxes change. That is why a flat withdrawal rule can create unnecessary risk.

In this video, I explain a three-chapter retirement strategy that adjusts as your life changes. We cover higher spending in your early “go-go” years, how to protect your portfolio from market downturns, how Social Security timing affects lifetime income, and why Required Minimum Distributions and Medicare premiums can increase taxes later.

Retirement planning should be flexible, clear, and built around your real life.

If you would like personal guidance on your retirement income plan, book a call using the link above.

Chapters:

3:34 The Go-Go Years and Sequence of Returns Risk
8:48 The Slow-Go Years and The Tax Torpedo
11:36 The No-Go Years and Legacy Planning
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DISCLAIMER:

The strategies, case studies, and examples discussed may not be suitable for everyone. They are hypothetical and for illustrative and educational purposes only. They do not reflect actual client results and are not guarantees of future performance. All investments involve risk, including the potential loss of principal. Comments reflect the views of individual users and do not necessarily represent the views of Jacqueline or Golden Wealth Strategies. They are not verified, may not be accurate, and should not be considered testimonials or endorsements.
Advisory services are offered only under a written agreement with Golden Wealth Strategies. This content is intended for informational and educational purposes only and should not be considered personalized investment, tax, or legal advice. Viewing this content does not create an advisory relationship. We do not provide tax preparation or legal services. Always consult an investment, tax or legal professional regarding our specific situation.