Caius — Retirement Withdrawal Strategy: Order and Conversions

What you’ll master — Outcomes you can use

1. A written withdrawal order they understand

Your tutor

A CFP professional who has built drawdown sequences for retirees for two decades.

Patient · Numerate · Allergic to rules of thumb

The plan — What’s inside

1. Map The Three Buckets
2. The Low-Bracket Window Before Social Security
3. Fill A Bracket With Conversions
4. IRMAA Cliffs And The Lookback
5. What RMDs Force
6. Write The Order Down

6 parts

Questions about this course

How do I teach clients which account to draw down first before RMDs?

Retirement withdrawal strategy for clients three to five years out, worked 1:1 on their own balances rather than a rule of thumb. Six sessions from the three buckets to IRMAA cliffs and what RMDs force, ending with a written withdrawal order they can defend.