Retirement Income, Tax & Health Care Cost Impacts If You Die At 70 And Your Spouse Lives To 90
Автор: Curtis Crossland, MBA, CFA, CFP®, EA
Загружено: 2025-02-09
Просмотров: 1566
Описание:
✅ BUILD A TAX-EFFICIENT RETIREMENT WITH US ✅ https://www.suttlecrossland.com/getti...
If you die before your spouse, what happens to them and your finances? What are the biggest impacts they might face?
Retirement can change dramatically if you don't plan for the worst but hope for the best. If you're wondering what happens to your retirement income, tax and health costs, then watch until the end.
In this video we'll cover 3 of the biggest areas that tend to get impacted if a spouse passes early in retirement.
#taxplanning #investing #retirement #retirementplanning
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Timestamps:
00:00 Intro
00:54 Start of Breakdown
04:29 Example of Monte Carlo Change
10:05 Example of Tax Changes
17:18 Example of Health Care Cost Change
20:52 Final Thoughts
21:52 Where to Find Us
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