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Once you are settling into retirement, it's extremely important to have a good plan in place so that you are maximizing your retirement income. Without a solid strategy, you may end up leaving a lot of your savings untouched when you die, or on the other hand, you may have far more tax than you would have otherwise with a plan in place. Learn from the 3 mistakes presented in the video and make sure to avoid them as you head into retirement.

If you have any further questions about this video's topic or any financial planning questions in general, I encourage you to find a certified financial planner in your area or book a consultation with us to get your savings plan on track.  You can learn more about our services at https://www.parallelwealth.com/planning or email [email protected]

OUTLINE:
0:00 - Introduction
1:51 - 1. Waiting Too Long To Draw Down
3:53 - 2. Overlooking Tax Rates
6:46 - 3. You Don't Ladder Income
9:24 - Summary
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DISCLAIMER: The videos and opinions on this channel are for informational and educational purposes only and do not constitute investment advice. Adam Bornn is not registered to provide investment advice and as such does not provide recommendations - those looking for investment advice should seek out a registered professional. Adam is not responsible for investment actions taken by viewers and his content should not be used as a basis for investment trades.

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