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TAN Wealth Management

You work so hard to save and accumulate wealth during your working years. Now you are in retirement; it’s time to use it. For today's educational video, I am going to share with you the most tax-efficient ways to withdraw money from your accounts in retirement. The industry calls it sequence-of-withdrawals. Of course, there are exceptions to the rules depending on your unique financial position.

OVERVIEW:- The most tax-efficient sequence of withdrawal strategy explained- The goals of the sequence of withdrawals strategy- Terminology- The sequence of withdrawals strategy for retirees before age 72-The sequence of withdrawals strategy for retirees after age 72- Best practice - Preservation of accounts in the following orders- Tips