The Real Truth About Your Break-Even Age (Don't Make These Costly Mistakes)
Автор: Retirement Finance Explained
Загружено: 2026-01-16
Просмотров: 3
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In this video, we dive deep into five critical questions that every retiree and pre-retiree should consider to secure their financial future. We explore the truth behind the Social Security break-even age and why traditional calculations might be misleading, as well as whether you can safely "restart" the 4% rule when the market performs well. You will also learn about the differences between cap-weighted and equal-weight ETFs, the complex five-year rules for Roth conversions after age 59½, and why simplifying your investment portfolio could be the best gift for your long-term peace of mind.
By watching this video, you will gain a clearer understanding of how to treat Social Security as longevity insurance rather than just a math problem, helping you protect your spouse and your savings. We break down complicated IRS rules into simple terms so you can avoid unnecessary penalties and taxes on your Roth accounts. Whether you are looking to streamline your investments or optimize your withdrawal strategy, these insights are designed to help you achieve lasting financial freedom.
If you found this information helpful, please like this video and subscribe to “Retirement Finance Explained” for more expert guidance on navigating your retirement years.
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