What The Wealthy Do
Avsnitt

Summer Series: The Retirement Blueprint: Age-by-Age Strategy for Tax-Free Wealth and Multiple Income Streams

What The Wealthy Do
Dela

The wealthy don't ask "How much is in my 401k?" They ask "Do I have multiple income streams across multiple tax structures and asset classes?"



In this episode, Stephanie Dorsey breaks down the three pillars of an optimized retirement portfolio: tax diversification, asset diversification, and income stream diversification. Learn age-by-age strategies for building a retirement that's not just funded, it's optimized for taxes, protected against market crashes, and designed to create generational wealth.



Topics covered: Roth IRA strategies, backdoor Roth conversions, alternative investments, tax-free income planning, and required minimum distribution (RMD) strategies.



Action steps included for ages 38-45, 46-55, 56-65, and 65+.

Work with a fee-only financial advisor and CPA to implement these strategies for your personal situation.



Join the Sovereign Collective: joinsovereign.co



For the full list of What the Wealthy Do episodes, visit the playlist here.What the Wealthy Do Episodes

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