Retiring early sounds like a dream—but when most of your savings are locked in pre-tax accounts, it can quickly turn into a tax planning puzzle. In this video, we explore how to strategically draw down from accounts like 401(k)s and IRAs, avoid costly tax traps, and make your portfolio last. You’ll see a real-world case study that brings the strategy to life and learn how timing, flexibility, and smart portfolio choices can transform your retirement outlook.

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This does not constitute an investment recommendation. Investing involves risk. Past performance is no guarantee of future results. Consult your financial advisor for what is appropriate for you. Disclosures: https://onedegreeadvisors.com/solutions/#disclosures