Common Withdrawal Mistakes Retirees Make

Choosing the right withdrawal strategy in retirement can give you a really high return on investment if you do it right. It's actually up to 1.2% percent per year in value. That's according to Vanguard's Advisor Alpha study. But after helping people retire over the last decade and a half, we often see that many people, they haven't identified the best withdrawal strategy for them. And they choose one based on a rule of thumb or just the one that seems most common for people to do. And it doesn't always work out. So in this video, I want to give you the mistakes that other people have made so that you can learn from it.
Dave Zoller, CFP®

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Streamline Your Retirement by getting these 3 key parts right!
1) Tax-efficient Withdrawal Planning
2) Investment Planning
3) Tax Reduction Planning

My name is Dave Zoller and I own Streamline Financial along with our team of retirement planning specialists.

Streamline has been helping people retire for over 25 years and I've personally been working with clients for the last decade and a half.

We can only work with a select number of clients so we created this channel to share what's working well for the families we help.
We both know that RETIREMENT IS MORE THAN MONEY so you'll see the financial strategies along with the non-financial strategies to make sure this next stage is YOUR BEST YET!



Disclaimer: Since we don’t know your specific situation, none of this information should be construed as tax, legal, financial, insurance, financial advice, or other advice and may be outdated or inaccurate. It is your responsibility to verify all information yourself. This content is prepared for entertainment purposes only. If you need advice, please contact a qualified CPA, attorney, insurance agent, financial advisor, or the appropriate professional for the subject you would like help with. Streamline Financial Services, LLC or its members cannot be held liable for any use or misuse of this content.
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Disclosures: Securities offered through LaSalle St. Securities LLC (LSS), member FINRA/SIPC. Advisory services offered through LaSalle St. Investment Advisors LLC (LSIA), a Registered Investment Advisor. Streamline Financial Services is not affiliated with LSS or LSIA. LSS is affiliated with LSIA.