Smart Withdrawal Strategies: How to Spend Your Retirement Savings Without Surprising Taxes

You’ve saved for retirement your whole life. But do you know how to spend that money without it causing unnecessary taxes?

Many retirees are surprised to learn that how and when you access your retirement savings can impact everything from your tax bracket to your Medicare premiums and more.

For example:

- Taking Social Security too early might increase how much of it is taxed.

- Withdrawing from the wrong account first could bump you into a higher tax bracket.

- Missing required minimum distributions (RMDs) can result in steep IRS penalties.

These aren’t just technicalities—they’re decisions that can cost thousands and affect your plan.

The Kelly Group’s Chad Arrington and Tom Cusick walk through real-world retirement income scenarios and highlight smart strategies that can help minimize taxes and make your savings last.

Watch the full webinar here: https://register.gotowebinar.com/reco.../2083698107391604576