How to KEEP MORE of Your $5M Retirement Savings in 2024

If you have $5M in your retirement portfolio, what is the best way to utilize your savings to pay less in taxes and maximize your investment?

Throughout this video, I discuss:
- The importance of planning for longevity and how it affects your retirement decisions.
- How to make the best Social Security choices to maximize your benefits over a lifetime.
- Key tax planning strategies, including the benefits of Roth conversions and optimal withdrawal strategies from different account types.

For more on how to develop a safety-first retirement plan, watch my next video:    • Retire with Confidence: Wade Pfau's S...  
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Chapters
0:00 3 Steps: $5M Retirement Plan
2:00 EXAMPLE: $5M Retirement Plan
5:10 Investments
7:10 Social Security
13:10 Tax Planning + Social Security
18:20 Comparing Strategies
21:08 Closing Thoughts

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Maximize Your Retirement Income!
Lower Your Lifetime Tax Bill
Avoid Mistake with Your Pension
Get the Most out of Social Security

Don’t miss out on the money you deserve in retirement – just because you got the timing wrong!

If you’re trying to find the answers to these questions:
- How do I get the most money out of my Social Security & Pension?
- How do I lower my lifetime tax bill?
- How do I turn my $500k+ retirement savings into retirement income?
Then schedule an intro call with the team at Keil Financial Partners:
https://calendly.com/d/3wq-24m-d4p
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Jeremy Keil, aka “Mr. Retirement” and Keil Financial Partners offer retirement planning services focused on retirement income and tax planning, Social Security and pension claiming decisions, health & life insurance analysis and estate planning strategies.
For important disclosures, see www.keilfp.com/important-disclosures