The Most Tax-Efficient Sequence of Withdrawal Strategy Explained

Please visit my website for the full video transcript: https://tanphan.com/blog Connect with me on LinkedIn: https://www.linkedin.com/in/tanmphan 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