Retirement Planning in Your 50s (Case Study)
Автор: Jacob Duke, CFP®
Загружено: 2023-12-23
Просмотров: 4643
Описание:
Are you in your 50s trying to see if you can retire at 60? In this video, we are walking through a case study of a couple that has 3 primary questions.
1. When should we take Social Security?
2. Can we spend $6,000/month?
3. Should we do any Roth conversions?
Want to learn more about how I help my clients plan for a successful retirement?
Schedule an intro call with me to learn more: https://calendly.com/jacobduke/intro
Retirement Answers Podcast: https://podcasts.apple.com/us/podcast...
Want help with you retirement plan?👇🏼
☎️ Book a call with me: https://calendly.com/jacobduke/intro
✉️ Email me: [email protected]
#retirement #howmuchtoretire #retirementplanning #rothira #rothconversion #investing #401k #socialsecurity
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![Вот как выглядит реальный портфель стоимостью 5 миллионов долларов на пенсии [пример из практики] ᴴᴰ](https://imager.clipsaver.ru/OH3lBFfGkA8/max.jpg)
