Tax-Efficient Withdrawal Strategies With Andrew Whalen

About this webinar

The order you draw from taxable, tax-deferred, and Roth accounts is one of the highest-leverage decisions in retirement, and most retirees get it wrong. Andrew breaks down how to sequence withdrawals to stretch your money, manage your bracket, and avoid the silent taxes that hit later.

What you'll learn

Walk away knowing how to evaluate your own situation, not just rules of thumb. You'll learn:
  • The conventional withdrawal order vs. tax-bracket management
  • How withdrawal sequencing affects Social Security taxation
  • Roth conversion windows in the early retirement gap years
  • Tax-loss and capital gains harvesting in taxable accounts
  • Coordinating withdrawals with Medicare IRMAA thresholds

Your Presenter

Andrew Whalen
CEO
Whalen Financial
  • Andrew Whalen
    CEO
    Whalen Financial