I’m 64 with ALL PRE-TAX (401K / IRA) - How Do I Minimize Taxes?

Schedule a call with us to see how we can help you get more out of retirement 👇🏼 https://onedegreeadvisors.com/call/?v... Show Notes - https://onedegreeadvisors.com/2025/05... Retire with $6M: Here’s what life actually looks like -    • Retire with $6M: Here’s what life actually...   ➡ PLEASE READ! ⚠️ Be careful of scammers. In the COMMENTS section, We will NEVER offer any investment products, recommend a stock broker, or anything similar. Some scam bot commenters coordinate a “conversation,” including “asking” for investment help, and reply with "how great X idea/investment/person is" in the replies. These are scam threads. Do not fall for them." 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/solutio... 0:00 – A Common Misconception 0:25 – Why Timing Matters 0:52 – A Different Way to Look at It 1:20 – Three Popular Approaches 1:53 – Option #1 3:16 – Social Security Concern 3:48 – A Key Decision Point 4:22 – A Surprising Total 4:52 – A Bold Strategy 5:47 – The Catch 6:37 – A Smarter Alternative 7:02 – How It’s Done 8:02 – The Long-Term Plan 8:48 – Why It Works 9:43 – Planning Ahead 10:30 – The Delicate Balance 10:57 – What Most People Choose 11:42 – Finding the Right Fit