A POWERFUL Retirement Withdrawal Strategy = Tax Savings

Do have a retirement plan that maximizes your after-tax wealth through Social Security optimization and tax efficient withdrawal strategies? You can schedule an appointment with one of our Retirement Experts to look at your situation and help you plan for your future. Call us at (920) 544-0576 or go to https://www.safeguardinvest.com/contact.

Each piece of your retirement plan is interconnected. Adjusting one variable can have a chain reaction (either positive or negative) of affecting numerous other variables in your plan.

That's exactly what this video is about today. We look at how adjusting your Social Security timing strategy can lead to widely different retirement outcomes.

Commonly, retirees are told to take Social Security as soon as they retiree. For a number of reasons, this is often the wrong advice.

But not just because of Social Security... Rather because of what delaying allows for...

Delaying Social Security creates something we call the Social Security "Clean Up" Zone. In this clean up zone:

✅ You increase the value of your Social Security benefit through delaying

✅ You leave room for larger tax deferred withdrawals in order to minimize RMDs

✅ You leave additional room for Roth Conversion inside the Tax Cuts and Jobs Act window of opportunity. This too will help in eliminating RMDs

✅ You set up the majority of your retirement (ages 70+) for tax efficient withdrawals

Watch this training as we dive deep into this simple, but powerful, retirement withdrawal strategy.
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Always remember, "You Don't Need More Money; You Need a Better Plan"

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Safeguard Wealth Management is a Registered Investment Advisor in the State of WI. Safeguard Wealth Management is not an insurance provider. All content on Youtube is for informational purposes only and should not be taken as personal advice for your situation. You can read more disclosures at https://www.safeguardinvest.com/fiduc...