This Is The Only Withdrawal Strategy That Applies To An Early Retirement

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This video will go over the best ways to withdraw money in retirement to ensure you never run out.

I emphasize a dynamic approach, using a real-life example of using Roth conversions to maximize retirement savings and examining the limitations of the 4% rule.

I will also provide practical steps for withdrawals, starting with cash, then brokerage accounts, pre-tax assets, and finally Roth IRAs.

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Time Stamp
00:00 Intro 
01:10 Adjusting Spending Based on Market Performance.
02:56 Real-Life Example of a Client 
04:00  Roth Conversions During a Market Downturn.
05:45 Follow Dynamic Approach 
06:35 Introducing 4% Rule 
08:49 Main Issue With 4% Rule 
10:30 Cash vs Managing Other Accounts 
12:30 Doing a Real Tax Planning
15:13 Pro Tips for My Clients 
17:15 Summary 
17:40 Work With Us

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PODCAST - https://earlyretirementpodcast.com/
INSTAGRAM -   / earlyretirementari  
LINKEDIN -   / aritaublieb  

What video topic would you like to see discussed in a future video?

Ari Taublieb, CFP®, MBA, is the Vice President of Root Financial Partners (Fiduciary) and host of the Early Retirement Podcast.

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⚠️ "DISCLAIMER:⚠️

All content is not to be received as financial advice, and each individual should consult with their dedicated financial planner, tax preparer, estate attorney, etc., before making any financial decisions.

This video contains content I created and got permission from its creators to use. This Channel DOES NOT Promote or encourage Any illegal activities; all contents provided by This Channel are meant for EDUCATIONAL AND ENTERTAINMENT purposes only.