You Saved $1.4M… Now What? (The Hidden Retirement Tax Problem)

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You Saved $1.4M… Now What? (The Hidden Retirement Tax Problem)

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If you’re approaching retirement with $1 million or more saved, this is one of the most important conversations you can have.

In this episode of The Great Wealth Transfer, we walk through a real scenario: a couple with $1.4 million saved who appeared financially secure—but underneath the surface, there was a hidden tax problem that could significantly impact their retirement.

The reality is, it’s not just about how much you’ve saved—it’s about how your money is structured, how withdrawals are planned, and how taxes will affect your income over time.

In this video, we cover:
• Why $1M in a traditional IRA is not the same as $1M in a Roth
• How required minimum distributions (RMDs) can create unexpected tax issues
• The “silent partner” in your retirement accounts
• Why the years between retirement and RMD age are critical
• How to think about retirement income planning and tax efficiency

If you’re over 55 and nearing retirement, this is where planning shifts from accumulation to optimization.

Schedule a conversation: https://calendly.com/dpulcini

Learn more: https://sixpointfp.com

More videos: / @sixpointfinancialpartners4351

#RetirementPlanning #TaxStrategy #FinancialPlanning #IRA #WealthManagement #Over50 #RMD #RetirementIncome

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