Retirement 101: The Optimal Withdrawal Strategy for a Secure Retirement

by | Feb 15, 2023 | Retirement Planning, Videos

Gabe puts the ‘S’ in SRP with this brief guide to strategic retirement planning.

What is the Best Retirement Withdrawal Strategy?

The optimal strategy for retirement typically consists of the following key factors:

  • Social Security income
  • Pre-taxed 401k assets
  • After-tax or what we refer to as, nonqualified assets.

Along with these three factors to plan and consider, is having your mortgage paid, and owning your place of living outright!

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