Retirement Withdrawal Strategy: Is $100K a Year at 63 Wrong? - 600

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63-year-old Kevin in Denver is pulling $100K a year out of his portfolio. What’s the tax-smart way for him to structure these retirement withdrawals? Tim in Pennsylvania was forced into early retirement, and his wife Jill may be facing a layoff. They have over $2.5M saved, but what about health insurance? And Rocky and Adrian in Tucson have $4M in pre-tax at ages 68 and 69. If they convert to Roth, are they just picking up nickels in front of a steamroller? But first, Jeffrey’s YouTube comment lit a fire when he called a recent episode of YMYW TV on Social Security claiming strategies "cookie-cutter with zero real info." Joe and Big Al have some thoughts!

Free Financial Resources in This Episode:

https://bit.ly/ymyw-600 (full show notes & episode transcript)

2026 Tax Planning Guide - free download:

https://purefinancial.com/white-papers/tax-planning-guide/?utm_source=captivate&utm_medium=podcast&utm_campaign=whitepaper-tax-planning-guide&utm_content=ymyw-pod-ep600-description-whitepaper

Withdrawal Strategy Guide - free download:

https://purefinancial.com/white-papers/withdrawal-strategy-guide/?utm_source=captivate&utm_medium=podcast&utm_campaign=whitepaper-withdrawal-strategy-guide&utm_content=ymyw-pod-ep600-description-whitepaper

Escape These 11 Tax Traps and Save in Retirement - YMYW TV:

https://purefinancial.com/ymyw/episodes/escape-these-11-tax-traps-save-in-retirement/?utm_source=captivate&utm_medium=podcast&utm_campaign=ymyw-tv&utm_content=ymyw-pod-ep600-description-tv-s10e17

Financial Blueprint (free, self-guided):