Why Crossing $2 Million Changes the Rules of Retirement Planning

Book a call with me here: https://calendly.com/tracy-stirlingshire/30min Download My Free Roth Conversion Playbook HERE: https://stirlingshire.ac-page.com/roth-conversion-playbook Crossing $2 million in retirement savings can change the way you need to think about retirement planning. At this level, the challenge may shift from simply making your money last to managing taxes, RMDs, Medicare premiums, withdrawals, and your legacy more efficiently. In this video, I cover: - Why $2 million can change your retirement planning strategy - How large RMDs can affect your tax bracket - Roth conversions and retirement tax planning - IRMAA and Medicare premium considerations - Tax-efficient withdrawal sequencing - Inherited IRAs and legacy planning - Why preserving wealth requires a different strategy than building it The strategies that helped you accumulate wealth aren't always the same strategies that help you keep it. If you'd like a second opinion on your retirement plan, book a time with me using the link above. #retirementplanning #retirement #retirementincome #retirementtaxes #taxplanning #rmd #rothconversion #rothira #401k #ira #socialsecurity #medicare #irmaa #estateplanning #wealthmanagement #wealthplanning #retirementstrategy #retirementtips #retirementready #financialplanning

Added 15 Aug 2026