0:00 Overview
0:24 Financial plan case study overview
2:50 Retirement allocation and tax estimate(s)
4:37 Medicare overview
5:10 Retirement analysis
6:40 Mistakes we see in plans like these
7:29 The end.
Jazz Wealth Managers helps individuals and families achieve financial security through retirement planning and investing strategies. Our videos offer actionable guidance on navigating Roth IRA's, 401ks, IRAs, Social Security, and more. Whether you're approaching retirement or just getting started, learn how to make informed financial decisions for a prosperous future. Subscribe for more!
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With that amount accumulating and with SS, 67 is too long to wait to retire. I see way too many people in their late 60s, with some type of ailment to fully enjoy all their savings.
The retirement age was set to 60.
Ha ha thanks Eric good advice
Thanks for watching! As always, if you have a case study or a topic you want covered just let us know below!
I want to be comfortable and not worry about money in retirement and if there is anything left after I’m gone. They can fight over it. 😂
Could you do a scenario with husband & wife retiring at 60 with a $1.5 million IRA and $250K in cash with house paid off and a budget of $42K a year taking S.S at 67 for both . Any additional information required. Thanks 🙏
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Do you invest with a professional broker?
I’d appreciate it if you show me how to go about it.
Can’t share much here, I take guidance from ‘Sophia E Haney’ a renowned figure in her industry with over two decades of work experience. I’d suggest you research her further on the web.
Use her name to quickly conduct an internet search.
SHE’S MOSTLY ON TELEGRAMS APPS WITH HER NAME.