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Most Retirees Get This Wrong — The Smart Withdrawal Order That Protects Your Wealth
In this episode of The Great Wealth Transfer, David Pulcini, CFP®, breaks down the smart withdrawal strategy that can help retirees keep more of their money — and pay far less in taxes.
How you take money out of your retirement accounts matters more than how much you’ve saved.
We’ll cover:
The right order to take income (Taxable → IRA → Roth)
How to avoid the “Retirement Tax Bomb” from RMDs
When to blend your withdrawals for smoother tax brackets
Why your Roth IRA is your secret weapon for long-term, tax-free growth
How wealthy families structure their income to save $100,000+ in taxes
Most retirees spend decades building wealth — but just a few smart decisions can determine how long it lasts. This episode shows you how to withdraw strategically, not emotionally.
Ready to build your own retirement income plan?
Schedule a consultation: https://calendly.com/dpulcini
Email: [email protected]
Call: 585-485-0947
Visit: https://sixpointfinancialpartners.com
#RetirementPlanning, #TaxStrategy, #RetireWithoutRegret, #RothIRA, #401k, #IRA, #FinancialFreedom, #MoneyTips, #TaxFreeIncome, #InvestingForBeginners, #PersonalFinance, #SmartMoney, #WealthTransfer, #FinancialAdvisor, #SixPointFinancialPartners, #DavidPulciniCFP
How you take money out of your retirement accounts matters more than how much you’ve saved.
We’ll cover:
The right order to take income (Taxable → IRA → Roth)
How to avoid the “Retirement Tax Bomb” from RMDs
When to blend your withdrawals for smoother tax brackets
Why your Roth IRA is your secret weapon for long-term, tax-free growth
How wealthy families structure their income to save $100,000+ in taxes
Most retirees spend decades building wealth — but just a few smart decisions can determine how long it lasts. This episode shows you how to withdraw strategically, not emotionally.
Ready to build your own retirement income plan?
Schedule a consultation: https://calendly.com/dpulcini
Email: [email protected]
Call: 585-485-0947
Visit: https://sixpointfinancialpartners.com
#RetirementPlanning, #TaxStrategy, #RetireWithoutRegret, #RothIRA, #401k, #IRA, #FinancialFreedom, #MoneyTips, #TaxFreeIncome, #InvestingForBeginners, #PersonalFinance, #SmartMoney, #WealthTransfer, #FinancialAdvisor, #SixPointFinancialPartners, #DavidPulciniCFP
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By ROC Vox Podcast NetworkIn this episode of The Great Wealth Transfer, David Pulcini, CFP®, breaks down the smart withdrawal strategy that can help retirees keep more of their money — and pay far less in taxes.
How you take money out of your retirement accounts matters more than how much you’ve saved.
We’ll cover:
The right order to take income (Taxable → IRA → Roth)
How to avoid the “Retirement Tax Bomb” from RMDs
When to blend your withdrawals for smoother tax brackets
Why your Roth IRA is your secret weapon for long-term, tax-free growth
How wealthy families structure their income to save $100,000+ in taxes
Most retirees spend decades building wealth — but just a few smart decisions can determine how long it lasts. This episode shows you how to withdraw strategically, not emotionally.
Ready to build your own retirement income plan?
Schedule a consultation: https://calendly.com/dpulcini
Email: [email protected]
Call: 585-485-0947
Visit: https://sixpointfinancialpartners.com
#RetirementPlanning, #TaxStrategy, #RetireWithoutRegret, #RothIRA, #401k, #IRA, #FinancialFreedom, #MoneyTips, #TaxFreeIncome, #InvestingForBeginners, #PersonalFinance, #SmartMoney, #WealthTransfer, #FinancialAdvisor, #SixPointFinancialPartners, #DavidPulciniCFP
How you take money out of your retirement accounts matters more than how much you’ve saved.
We’ll cover:
The right order to take income (Taxable → IRA → Roth)
How to avoid the “Retirement Tax Bomb” from RMDs
When to blend your withdrawals for smoother tax brackets
Why your Roth IRA is your secret weapon for long-term, tax-free growth
How wealthy families structure their income to save $100,000+ in taxes
Most retirees spend decades building wealth — but just a few smart decisions can determine how long it lasts. This episode shows you how to withdraw strategically, not emotionally.
Ready to build your own retirement income plan?
Schedule a consultation: https://calendly.com/dpulcini
Email: [email protected]
Call: 585-485-0947
Visit: https://sixpointfinancialpartners.com
#RetirementPlanning, #TaxStrategy, #RetireWithoutRegret, #RothIRA, #401k, #IRA, #FinancialFreedom, #MoneyTips, #TaxFreeIncome, #InvestingForBeginners, #PersonalFinance, #SmartMoney, #WealthTransfer, #FinancialAdvisor, #SixPointFinancialPartners, #DavidPulciniCFP