Retirement Planning - When Can You Retire? 50 Years Old with $1,500,000 Saved

Retirement Planning - When Can You Retire? 50 Years Old with $1,500,000 Saved

Financial Wellness Planning

55 лет назад

2,186 Просмотров

Retirement planning with $1.5 Million saved by the age of 50, opens opportunities that would not be available to most retirees. In this video we through a case study of a 50-year-old couple, with $1.5 Million saved and the things they need to consider as they plan for their retirement.

Important Parts:
00:00 - Intro
01:43 - Case Study Couple's Current Situation
03:22 - Option 1: Work Seven More Years
05:54 - Filling Income Gaps with Option 1
07:26 - How to Structure Their Travel Plans
08:38 - The Power of the Roth Conversion
12:54 - Option 2: Retire at 55 Years Old
13:25 - 72(t) Withdraws
15:33 - Filling Income Gaps with Option 2
16:56 - Conclusion

#money #finance #retirement #retirementplanning #socialsecurity

For More Finance-Related Resources visit our website:
www.fwplanning.com

Need Help with Your Financial Plan? Check out Our Consulting Services:
https://www.fwplanning.com/one-on-one

Preparing for Retirement Playlist: https://www.youtube.com/playlist?list=PLGO-iojkxAyrIpp_9TZEBtn2_Uj2xOqxd

When Can You Retire Playlist: https://www.youtube.com/playlist?list=PLGO-iojkxAyo1N3ZyvQ_64qfaKlQ0IiT0

Тэги:

#retirement #retirement_planning #financial_literacy #financial_education #financial_management #financial_planning #can_i_retire_at_62 #social_security #retirement_age #retirement_income #retirement_travel #retirement_savings #retirement_withdrawal_strategy #happy_retirement #retirement_life #retirement_fulfillment #retirement_wisdom #retirement_awareness #how_much_do_i_need_to_retire #retirement_planning_at_60 #retirement_goals #retirement_journey #retirement_lifestyle
Ссылки и html тэги не поддерживаются


Комментарии: