In this enlightening video, Alex Wolfe, a certified financial planner at Base Wealth Management, delves into various strategies for retirement fund withdrawals. He explains the traditional 4 percent withdrawal rule and why it may not be viable anymore. The portfolio percentage strategy, living off the dividends and interest, and Vanguard’s dynamic approach are also explored. Each method has its pros and cons, and choosing the best strategy depends on your particular financial portfolio, goals, tax considerations, and legacy planning. The video underscores the importance of professional guidance in managing your retirement savings for optimal tax efficiency and financial security.
Base Wealth Management is a fee-based financial planning firm that puts client interests first and offers total transparency with fees, services and philosophies.
Headquarters
7301 Merchant Ct
Lakewood Ranch, FL 34240
(941) 203-6040
Email Us
info@BaseWealthManagement.com
Disclosures
BASE WEALTH MANAGEMENT is able to offer advisory services in all 50 states. Base Wealth Management renders individualized responses to persons in a particular state only after complying with the applicable SEC and state regulatory requirements, or pursuant to applicable exemptions or exclusions.
Different types of investments involve varying degrees of risk including the potential loss of the entire principal invested. Past performance is no guarantee of future results and there can be no assurance that any specific investment will be profitable. There are also no assurances that any portfolio will match or outperform a particular benchmark or index.
BASE WEALTH MANAGEMENT does not represent, warranty, or imply that the services or methods of analysis employed by the firm can or will successfully identify market tops or bottoms, or insulate clients from losses due to market corrections or declines.
BASE WEALTH MANAGEMENT will provide all prospective clients with a copy of our current (“Brochure” and “Brochure Supplement”) prior to commencing an Advisory relationship. Existing clients will receive a copy of these documents on an annual basis.
Click here for our latest Client Relationship Summary Document.
Click here for a list of full disclosures.
If you have any questions regarding Compliance and Regulatory information, please Contact Us.
