You might have saved enough for retirement, but are you getting the most out of your assets? Most retirees leave thousands or even hundreds of thousands of value on the table in their taxable accounts. You can schedule an appointment with one of our Retirement Experts to discuss your situation and help you plan for your future. Call us at (920) 544-0576 or go to https://www.safeguardinvest.com/contact.

Timestamps:
0:00 6 Powerful Ways to Use Your Taxable Account in Retirement
0:17 Sweetspot for How Much to Have in Taxable Assets
1:15 #1 - Saving on Health Insurance
2:52 #2 - The Most Liquid Account
4:27 #3 - Roth Conversion Taxes
6:25 #4 - Paying 0% in Taxes
7:48 #5 - Inheritance Planning
10:46 #6 - 401k/Taxable Account Strategy

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Always remember, "You Don't Need More Money; You Need a Better Plan"

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