Top of the Morning: A “Spending waterfall” to fund your retirement lifestyle

UBS On-Air: Conversations
18/06/2025 19 min

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Episode Synopsis

Learn about how retirees can manage taxes when withdrawing from their accounts in retirement to ultimately improve their after-tax growth potential. Featured are Justin Waring, Senior Total Wealth Strategist, & Ainsley Carbone, Retirement Strategist, UBS Chief Investment Office. Host: Daniel Cassidy

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