Summer Series: The Retirement Blueprint: Age-by-Age Strategy for Tax-Free Wealth and Multiple Income Streams

<p>The wealthy don&#39;t ask &quot;How much is in my 401k?&quot; They ask &quot;Do I have multiple income streams across multiple tax structures and asset classes?&quot;</p><p><br></p><p><br></p><p>In this episode, Stephanie Dorsey breaks down the three pillars of an optimized retirement portfolio: tax diversification, asset diversification, and income stream diversification. Learn age-by-age strategies for building a retirement that&#39;s not just funded, it&#39;s optimized for taxes, protected against market crashes, and designed to create generational wealth.</p><p><br></p><p><br></p><p>Topics covered: Roth IRA strategies, backdoor Roth conversions, alternative investments, tax-free income planning, and required minimum distribution (RMD) strategies.</p><p><br></p><p><br></p><p>Action steps included for ages 38-45, 46-55, 56-65, and 65+.</p><p>Work with a fee-only financial advisor and CPA to implement these strategies for your personal situation.</p><p><br></p><p><br></p><p>Join the Sovereign Collective: <a href="https://joinsovereign.co/" target="_blank" rel="noopener noreferer">joinsovereign.co</a></p><p><br></p><p><br></p><p>For the full list of What the Wealthy Do episodes, visit the playlist here.<a href="https://docs.google.com/spreadsheets/d/1TaUUVivqfjSckA1oyhbjNRlbY_m0DMPLWbfH-eoHnDY/edit?usp=sharing" target="_blank" rel="noopener noreferer">What the Wealthy Do Episodes</a></p>