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Which Account Should I Withdraw Money From To Retire Early?

Interested in a custom strategy to retire early? → https://vwo3759x8i7.typeform.com/earl... Get access to the same software I use for my clients and join the Early Retirement Academy here → https://ari-taublieb.mykajabi.com/ear... In this crucial episode, We do deep into the most important strategies for optimizing withdrawals in early retirement. We'll go over which accounts to withdraw from first, how to minimize tax burdens, and the significance of a long-term tax planning window. With detailed examples and real-life scenarios, this video provides actionable insights for anyone planning to retire early. Whether you're considering Roth conversions, managing brokerage accounts, or planning for healthcare expenses, this episode covers it all. –––––––––––––––––––––––––––––– Time Stamp 00:00 Introduction 00:30 Importance of Withdrawal Strategy 03:00 Example Scenario Introduction 04:00 Viewer Comment Highlight 06:00 Explanation of Different Accounts 08:30 Where to Pull Money From First 12:00 Strategic Roth Conversions 15:00 Tax Planning Window 18:00 Capital Gains and Pre-tax Balances 20:00 Projected Future Tax Brackets 22:00 Detailed Example of John 25:00 Conclusion and Final Tips –––––––––––––––––––––––––––––– eBook: The Complete Guide To An Early Retirement (FREE)→ https://rootfinancialpartners.com/ear... eBook: The Complete Guide To Health Insurance (FREE)→ https://rootfinancialpartners.com/hea... Early Retirement Expense Calculator (FREE) → https://rootfinancialpartners.com/cas... PODCAST - https://earlyretirementpodcast.com/ INSTAGRAM -   / earlyretirementari   LINKEDIN -   / aritaublieb   What video topic would you like to see discussed in a future video? Ari Taublieb, CFP®, MBA, is the Vice President of Root Financial Partners (Fiduciary) and host of the Early Retirement Podcast. –––––––––––––––––––––––––––––– 📣 Are you taking advantage of tax planning before 2026? Most people hoping to retire early know they're leaving money on the table but don't know how to fix it. 👉 Subscribe to our channel and press the bell icon. ––––––––––––––––––––––––––––– ⚠️ "DISCLAIMER:⚠️ All content is not to be received as financial advice, and each individual should consult with their dedicated financial planner, tax preparer, estate attorney, etc., before making any financial decisions. This video contains content I created and got permission from its creators to use. This Channel DOES NOT Promote or encourage Any illegal activities; all contents provided by This Channel are meant for EDUCATIONAL AND ENTERTAINMENT purposes only.