🔗 Start Here: https://linktr.ee/adam.olson

Most retirees don’t get poorer because of bad investments.

They get poorer because of tax sequencing mistakes.

In this video, I break down 7 income-sequencing strategies inside the U.S. retirement system that can dramatically increase your after-tax spending power over a 30-year retirement.

These are NOT investment tricks.
These are tax-bracket and income-control strategies most advisors never talk about.

Inside this video, you’ll learn:

✔️ The Tax Bracket Fill Withdrawal Strategy
✔️ The Roth Conversion Ladder Before RMD Age
✔️ Social Security Timing Based on Tax Structure
✔️ The Pre-73 Traditional IRA Spend-Down Strategy
✔️ IRMAA Threshold Management
✔️ Survivor Bracket Protection Planning
✔️ Dynamic Bucket Sequencing (The Right Withdrawal Order)

Retirement isn’t about portfolio size.

It’s about how much you actually keep.

If you’re 5–7 years from retirement (or already in it) and want to protect your income from:

• RMD compression
• Social Security taxation
• Medicare IRMAA surcharges
• Survivor tax bracket spikes
• Lifetime marginal rate stacking

Then this video will show you how to think differently.

If you’d like help applying this to your specific situation, click the link above and fill out the short questionnaire. I’ll personally send you a customized video breaking down your numbers.

I’m Adam Olson, a CFP®. I used my 14 years of experience to create the Red Zone Retirement Planning Process, so that your retirement feels like a Saturday every day.

#RetirementPlanning #RedZoneRetirement #RothConversion #TaxPlanning #SocialSecurityStrategy #IRMAA #RMD #RetirementIncome #FinancialPlanning #CFP #PreRetirement #WealthManagement

How much you need to retire quiz: https://bit.ly/Adam-OlsonInvesting involves risk, including loss of principal. Be sure to understand the benefits and limitations of your available options and consider all factors prior to making any financial decisions. Any strategies discussed may not be suitable for everyone. Securities and advisory services offered through Mutual of Omaha Investor Services, Inc. Member FINRA/SIPC. Adam Olson, Representative. Mutual of Omaha Investor Services is not affiliated with any entity listed herein. This podcast is for educational purposes only and may include references to concepts that have legal and/or tax implications. Mutual of Omaha Investor Services and its representatives do not offer legal or tax advice. The information presented is subject to change without notice and is not intended as an offer or solicitation with respect to the purchase or sale of any security or insurance product.Mutual of Omaha Investor Services and its various affiliates do not endorse or adopt comments posted by third parties. Comments posted by third parties are their own and may not be representative or indicative of other's opinions, views, and experiences.