Depending on the order in which you withdraw your retirement assets,
your taxes will vary, as will your lifetime income stability.
In this video: 🔍
▶ Understanding RMDs (Reduced Minimum Distributions)
▶ Differences in Tax Structures Between 401(k)s, IRAs, Roth Accounts, and Regular Accounts
▶ Tax-Saving Strategies Based on Living Expense Withdrawal Order
▶ Roth Conversion Tips to Reduce RMDs
▶ How to Use Income Annuities for Lifelong Monthly Payments
—all in one easy-to-understand overview.
💡 Key Summary
• Start with lower-tax assets first → Strategically manage high-tax accounts
• RMDs are inevitable, but can be reduced
• Automating taxes, RMDs, and withdrawals with Income Annuities can secure lifetime income
📌 If your RMD is approaching or
📌 If you want to use your 401(k) or IRA funds for lifelong monthly payments,
👉 This video will explain it clearly.
*Hello! I’m Joo Bo-yoon, a financial insurance agent specializing in the United States. With over 15 years of industry experience, we offer personalized consultations from our offices in Los Angeles and Buena Park. For out-of-state clients who require remote consultations, we offer the same level of professional service via phone or Zoom.
Inquiries:
Boyoon Joo, Financial Insurance Agent: 213-663-3152
Search “Boyoon Joo” on Google for more information.
YouTube Channel:
Search “Easy Financial Story” on YouTube to find our channel. Easily access more financial information!
📞 Inquiries: Boyoon Joo, Financial Insurance Agent: 213-663-3152
🌐 Website: boyunjooinsurance.com
📧 Email: boyunjoo@blueanchorins.com
📺 YouTube Channel: Easy Financial Story
