Скачать или смотреть Retiring at 58 With $2,000,000? – Strategies To Keep Top Of Mind!

If you are in a position where you are retiring early with a sizable portfolio – this video is for you! In this video, we review a retirement plan of a couple who is in their late 50s (58) with a $2,000,000 portfolio and looking to retire. We go through their Retirement Goals, Income In Retirement, Expenses In Retirement, Investment Strategy In Retirement, Withdrawal Strategy and Rate In Retirement, and their Tax Strategy In Retirement that results in over $1,202,000 in total tax-adjusted savings.

Whether you’re a few years away from retiring or already planning your next chapter, understanding your retirement strategy is essential. Get started today! Click the “Create Your Free Retirement Plan” below.

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⏱️ Timestamps:
00:00 – Retiring at 58 With $2,000,000? – Strategies To Keep Top Of Mind!
00:17 – Plan Overview
02:53 – Retirement Analysis – Probability of Success & Ending Portfolio Balance
03:16 – Investment/Portfolio Allocation
03:50 – Withdrawal Strategy & Rate in Retirement
04:43 – Social Security Strategy – Collect at 62 vs 67
05:55 – How Monthly Spend (Expenses) Impacts Your Plan
06:26 – How Allocation Changes Impacts Your Plan (Pre-Retirement vs Retirement)
08:28 – Do Roth Conversions Make Sense For Your Plan?
09:35 – Roth Conversions – Over $1,202,000 More In Tax-Adjusted Ending Assets
11:15 – How To Think About Retirement Spending (Inflation-Adjusted vs Retirement Spending Smile)

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This is a hypothetical situation based on real life examples. Names and circumstances have been changed. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which investments or strategies may be appropriate for you, consult your advisor prior to investing.

Traditional IRA account owners have considerations to make before performing a Roth IRA conversion. These primarily include income tax consequences on the converted amount in the year of conversion, withdrawal limitations from a Roth IRA, and income limitations for future contributions to a Roth IRA. In addition, if you are required to take a required minimum distribution (RMD) in the year you convert, you must do so before converting to a Roth IRA.

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