The Withdrawal Order Nobody Taught You (And How to Save 10% on Taxes Annually in Retirement)
About this episode
Tyler Gardner discusses effective retirement withdrawal strategies and tax savings.
Pre-order Tyler's book, Real Wealth, at tylergardner.com/book and be eligible for all monthly incentives between now and December 1st! And as always, a MASSIVE thank you to this week's sponsors: Caldera+ Lab: → If you've been meaning to take better care of your skin, head to CalderaLab.com/TYLER and use code TYLER for 20% off your first order. This has been a game-changer for me. Copilot Money: → www.copilot.money/tyler — use code TYLER2 for two free months, and learn why this is the only budgeting app that makes it into our group texts. Momentous: → livemomentous.com Use code Tyler for up to 35% off your first order! LMNT: → drinklmnt.com/tyler Become an INSIDER, just order the INSIDER Bundle–four boxes for the price of three, best value they offer–and get early access to limited time flavors and cool surprise gifts along the way. And On to the Show Notes! Most retirement advice gives you a simple withdrawal order: Taxable.Traditional.Roth. Useful? Yes. Always right? Not even close. In Part 2 of the Art of Decumulation series, Tyler digs into what actually determines where your retirement income should come from each year — taxes, healthcare, market…
People in this episode
Host: Tyler Gardner
Topics covered
- retirement planning
- withdrawal strategies
- tax optimization
- financial education
- decumulation
Keywords
- retirement income
- taxable accounts
- traditional accounts
- Roth accounts
- financial planning
Sponsors
Caldera+ Lab, Copilot Money, Momentous, LMNT
Mentioned in this episode
Books & works: Real Wealth
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