How to Live on Dividends From SCHD & JEPQ - Tax Strategies, Roth Conversions & RMD Tips

Part 1 - Building the portfolio:    • Retire At 60 With $1M (or less):  Yea...  

Learn how to retire at 60 with $1M using SCHD and JEPQ investment strategies, and discover essential tax and Roth conversion tips.

In this video, we dive deep into building a retirement portfolio with SCHD and JEPQ, focusing on strategically withdrawing funds for living expenses, paying taxes efficiently, and utilizing Roth conversions to minimize required minimum distributions (RMDs) in your 70s.

Understand the importance of tax planning and how to maximize your retirement income by leveraging the 12% tax bracket. Follow along with detailed examples and practical advice tailored to help you secure a comfortable retirement.

Don't forget to like, comment, and subscribe for more valuable insights on retirement planning and personal finance. Share your thoughts and experiences with us in the comments!

⏰Timestamps‌
0:00 - Intro
1:43 - Preparing the Portfolio (Part 1 Recap)
2:35 - Tax Planning
3:34 - Year-by-Year Example
15:26 - This Is Simple & You Can Do It!

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This video is about Retire At 60 With $1M: SCHD & JEPQ Strategies For Tax & Roth Conversions - Tips To Prevent RMDs. But It also covers the following topics:

Retire At 60 With $1M
SCHD And JEPQ Strategies
Tax And Roth Conversion

Video Title: Retire At 60 With $1M: SCHD & JEPQ Strategies For Tax & Roth Conversions - Tips To Prevent RMDs

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