Sep 2, 2026 11:00 AM

You’ve spent decades building your wealth. Now the harder question begins: how do you draw it down without running out or leaving too much on the table?

In this session, we cover:

• Moving beyond traditional the 4% rule and looking at how spending may change throughout retirement
• Building a tax-efficient withdrawal strategy across taxable, tax-deferred, and Roth accounts
• Managing sequence-of-returns risk
• Using flexible withdrawals, Roth conversions, and other strategies to manage lifetime taxes
• Coordinating charitable giving, including zakah, with retirement income
• Planning ahead for RMDs and their tax impact
• Balancing spending needs, later-retirement risks, and legacy goals