Nearing retirement and wondering what you should do next? This video will provide tactical insights from professionals! Retirement planning can be daunting so feel free to comment your questions below and we'll be happy to help!
0:00 Intro
0:17 Checklist when nearing retirement
0:50 Investment allocation & bucket strategies
3:00 Taxes in retirement & tax strategies
4:08 Planning around the worst-case scenario
5:54 – Withdrawal strategies in retirement
6:50 Stress test your retirement plan!
7:45 Stress test OUTSIDE of your retirement plan
8:30 Jokes
9:17 Full House moment?
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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