Скачать или смотреть $1.5 Million at 60: Can Joe & Tracy Afford to Retire Now?

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Can you really retire at 60 with $1.5 million in savings? In this case study, we break down Joe and Tracy’s retirement plan to see if it’s possible.

We’ll cover:
✅ How much monthly income they can realistically expect
✅ The best Social Security claiming strategy for maximizing benefits
✅ Smart tax planning moves, including Roth conversions
✅ How to qualify for affordable health insurance before Medicare
✅ Strategies to make their money last for a 30+ year retirement

If you’re in your late 50s or early 60s and wondering if you’re ready to retire, this video will give you a clear roadmap for building your own retirement plan.

Chapters:
00:00 Intro & Joe and Tracy’s Situation
02:00 Retirement Income Breakdown
04:00 Social Security Claiming Strategies
08:00 Health Insurance Before 65
12:00 Tax Planning & Roth Conversions
20:00 Is Retirement at 60 Realistic?



Retirement Advice, headquartered in Mapleton, Utah, is a fee-only financial planning firm that equips individuals with the knowledge, tools, and wisdom needed to retire on their terms confidently. Their holistic approach is rooted in transparency, open collaboration, and a client-first mindset. They can be reached by phone at (801) 228-0103, via email at [email protected], or on the web at earlyretirementadvice.com.

The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.

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