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Five Things To Do Five Years Before Retirement
https://youtu.be/amOOCXDU91E Doing these five things is going to help you get set up the right way for your future retirement. So if you're thinking that you might be five years out, or even if you might be a little bit closer, this post will be helpful for you. First, don't think about the...
Retirement Risks When Entering the “Distribution Stage.” How To Prepare For Retirement Income.
https://youtu.be/ncNQfalyx-Q In this post I’m going to share an example of one of the risks that we face in retirement when doing retirement planning. Recently, I talked to a couple who is moving from the accumulation or saving stage to the distribution stage. They're getting ready to retire soon,...
Retirement Income Tax Saving Strategy: How To Pay Less Tax When Designing Your Income Plan
https://youtu.be/Bz7HObUkzzU Recently I met with a couple who is retiring this year and we're setting up their retirement income withdrawal strategy. One of the accounts that's a part of their strategy is a non-retirement account. What is a Non-Retirement Account? This is a common type of account...
Four Types of Non-Taxable Retirement Money. Retirement Planning Plus Tax Planning.
https://youtu.be/StDu-emY09E To avoid being surprised by how much you have to pay in tax when you retire, remember that the tax strategy for your investment accounts is just as important as the investments in those accounts. The type of strategy I'm thinking about impacts your retirement in a big...
Two Retirement Roadblocks Stopping You From Your Successful Retirement. The Problem with Most Advisors
https://youtu.be/O5n8JSPW7iQ There are two big things working against you as you begin to create your perfect retirement plan. But they’re not what most people think. In this post, I'm going to go over these roadblocks and what you can do to make sure it doesn't happen to you. First Roadblock:...
Increasing The Value Of Your ROTH IRA Even After You Retire? ROTH IRA Strategy And Planning.
https://youtu.be/TLlIeeuOHVU A common desire among newly-retired folks is, I wish I had started saving in my ROTH earlier. ROTH IRAs can be a tax-advantage savings vehicle to allow tax-free growth, and tax-free withdrawals, if the requirements are met. Compare that to a traditional IRA where every...
The Five Stages Of Retirement. Retirement Planning Success And Fulfillment.
https://youtu.be/1KMNQCWEsrU There are five stages of retirement and we’re going to outline all of them in today’s post. Whether you're in retirement now, you're about to retire, or you're still years off, knowing what to expect is going to help you. If you can prepare and plan ahead, you'll have...
Retirement: The First Year. What To Expect. Advice and Tips From Those Who Recently Retired
https://youtu.be/hHoQ0SWXKlk I sometimes ask successful retirees: what advice would you give to those who are nearing retirement. And then I share those nuggets of wisdom, and also things to avoid, with people who are nearing their own retirement date. Recently I came across a Business Insider...
Social Security: Good News For Those Claiming Social Security Benefits While Working This Year
https://www.youtube.com/watch?v=6R87vGgNitE If you claim Social Security and continue to work, your monthly benefits could be reduced or withheld from you entirely. This happens for those who are working and under their full retirement age. But now that it's 2021, if you work and claim Social...