How Much $1M, $1.5M, and $2M REALLY Give You in Retirement (Including Covered Call ETFs)

Описание: This video breaks down exactly how much income you can expect in retirement with $1 million, $1.5 million, or $2 million, using real numbers. You'll see details around a Growth + Income Portfolio with Covered Call ETFs, social security, spending patterns, taxes and more. If you want a clear, data-backed picture of retirement income planning, this breakdown will show you exactly what’s possible at every wealth level.

00:00 Intro
00:40 3 Scenarios
01:50 What is the 2 bucket approach
02:20 What are Covered Call ETFS
02:45 How are Covered Call ETFs Taxed - 1256 Treatment & Return of Capital (ROC)
03:45 The $1,000,000 Retiree - 4% rule
04:24 The $1,000,000 Retiree - 2 Buckets
04:59 The Retirement Spending Smile
05:28 The $1,500,000 Early Retiree - 2 Buckets
06:02 Bucket #1: Enhanced Income with Covered Call ETFS
07:05 Bucket #2: Growth with Index Funds & ETFs
08:06 The $2,000,000 Retiree - 2 Buckets
09:10 All three scenarios summarised
10:12 Covered Call ETF Risks - Capped Upside
10:53 Covered Call ETF Risks - NAV Erosion
11:54 Social Security Tax Traps
12:27 Emergency Fund
13:40 401ks and Retirement Accounts
14:04 Summary

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DISCLAIMERS & DISCLOSURES
This content is for educational and entertainment purposes only. Joseph and Stefanie do not provide tax or investment advice. The information is being presented without consideration of the investment objectives, risk tolerance, or financial circumstances of any specific investor and might not be suitable for all investors. Past performance is not indicative of future results. All investing involves risk, including the possible loss of principal.

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