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If you’ve saved a large lump sum, how you move the money can be just as important as how much you have.

In this video, we walk through an example of “staging” money over time instead of shifting it all at once, including how you might:

Take a larger balance (like $1,000,000) and move $100,000 per year instead of in a single year

Coordinate those moves with Roth strategies and private pension options

Use that staged approach to help manage your tax bracket while building future retirement income

The goal is to show how timing and structure can turn a one-time balance into a longer-term stream of potentially tax-advantaged income in retirement.

This is the kind of planning framework we use in our Retirement 101: Strategy for Success class, where we help you look at Social Security, pensions, Roth strategies, savings, and other income sources as part of one coordinated retirement plan.

🎓 Join our next free Retirement 101 Webinar: https://www.retirement101class.org

Everyone who attends is eligible to schedule a complimentary one-on-one Retirement Strategy Session to go deeper on their personal situation with a trained retirement strategist.

Disclaimer: This video is for educational purposes only and does not provide individualized tax, legal, or investment advice. Tax rules around Roth accounts and pensions are complex—always review your plan with a qualified professional before making decisions.

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