video1.0<iframe src="https://www.loom.com/embed/59e32dcc51c94000bb9945d82ef33ddf" frameborder="0" width="1280" height="960" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>9601280Loomhttps://www.loom.com9601280https://cdn.loom.com/sessions/thumbnails/59e32dcc51c94000bb9945d82ef33ddf-8eac53af709e23df.gif565.713In this video, I discuss the importance of not just saving for retirement but also how to strategically withdraw from your portfolio to maximize your income and minimize taxes. I share a comparison between two individuals, Margin and Gene, who, despite similar savings and returns, ended up with significantly different retirement outcomes due to their tax strategies. I emphasize that a tax-first approach can lead to substantial savings, as demonstrated by a couple we worked with who had 80% of their savings in tax-deferred accounts. If you're within ten years of retirement and want clarity on your income strategy, I invite you to schedule a complimentary consultation with me to explore how we can optimize your retirement plan.