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if youve been watching this channel for a while youve heard me talk about the importance of having a retirement plan hundreds of times but how do you actually put that plan into action where does money come from how do you draw it down whats a tax situation theres a few steps you need to take to implement your plan and Ill show you the process we go through with our clients to make sure that you walk into retirement smoothly when it comes to rolling out your retirement plan theres a lot of challenges you will face and a couple of the main ones that we see with most of our clients and the conversations that we have and something theyll probably bump into are these two items number one and by far this is the most important is taxes and withholding taxes when youre working you typically will have your employer take off the right amount of tax so when it comes to your tax refund or payment at tax time its usually pretty level its right around zero it might be up by 300 and down a
