Optimizing Tax-Efficient Withdrawals from Your Retirement Portfolio

Submitted by the Event Organizer

Registration is recommended: https://mountainview.libcal.com/event/14336923

Every year, millions of Americans transition into retirement, facing one of the most critical challenges to their financial security: determining how to efficiently withdraw from their retirement accounts. With multiple account types, varying tax treatments, and the need to balance current lifestyle spending with long-term sustainability, creating an effective withdrawal strategy has never been more crucial—or more complex.

At this workshop, the presenter will equip the audience with the tools and techniques needed to address the key components of retirement distribution planning.
The presentation will include:

• How Asset Location enhances Asset Allocation for optimal tax efficiency
• How to navigate withdrawal sequencing to optimize retirement cash flow
• Updating Asset Location Priority Lists & Asset Swaps
• Other tax optimization techniques to improve your outcomes
• How to design and implement custom withdrawal policies that align with your spending goals and long-term wealth strategies

Presented in collaboration with Mountain View Public Library and Financial Aptitude Training (FiAT).

Disclaimer: Please double check event information with the event organizer as events can be canceled, details can change after they are added to our calendar, and errors do occur.