Within 5 Years of Retirement? Here's What You Need to Know

Описание: If you're within five years of retirement, this video highlights a crucial, often-overlooked window in your financial planning. The impact of this retirement transition varies significantly based on your retirement savings, with different risk profiles for those with $600,000 saved versus those with more. Understanding this window is key to optimizing your retirement income and avoiding common pitfalls.

00:00 The Five Year Window
01:01 Why It Matters
02:52 Three Saver Profiles
04:23 Mistake One RMDs
06:13 Mistake Two Social Security
07:03 Free Scorecard Tool
07:56 Mistake Three Medicare
08:37 Mistake Four Asset Location
09:28 Mistake Five Start Early
10:15 Slow Subtle Mistakes
11:23 Clarity And Next Steps
12:32 Wrap Up And Contact

Are you ready to retire? Check out our Retirement Scorecard here: https://shorturl.fm/Tkqm8

📞 Contact & More Information

To schedule a personalized Social Security review or retirement planning consultation, please reach out:
Matt25 Capital
Website: www.matt25capital.com
Phone: 832-639-3398
Email: [email protected]
9595 Six Pines Dr., Suite 8210, The Woodlands, TX 77380

⚠️ Disclosures & Important Information

Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC.
This content is for educational purposes only and does not constitute personalized tax, legal, or investment advice. Past performance does not guarantee future results.
Your personal benefit amounts will vary depending on your earnings history, claiming age, marital status, life expectancy, tax situation, and other factors. Always consult your tax or legal advisor regarding your individual circumstances.

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