Save $100,000 in taxes during retirement

How to save $100,000 in taxes during retirement starts with one crucial strategy—knowing how and when to withdraw from your different investment accounts. In this case study, Sebastian Guerra breaks down the plan for a couple with $1.5 million across taxable, tax-deferred, and tax-free accounts. They need $12,000 per month in retirement, and by strategically using tax brackets, standard deductions, and Roth IRA benefits, they can reduce their lifetime tax bill by six figures. This video shows how a thoughtful withdrawal plan can stretch your savings, lower your taxes, and help you enjoy retirement with greater peace of mind.