You're 57 years old with $5 million saved up. As you near retirement, you have a lot of questions about how you can utilize your savings as tax-efficiently as possible when it comes to spending, charitable giving, and legacy planning. In this video, we'll walk through a couple in the same situation as you, and we'll show you the strategies we utilize to build them a tax-efficient financial plan that will ultimately result in nearly $2 million less in taxes paid through the rest of their lives.