December 19

Retirement Planning With A Pension & ALL Pre-Tax Dollars!

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Today we're building a retirement plan for those of you who have a lot of pre-tax dollars!

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  1. It’s not hypothetical it’s me. So Mrs Roger needs to snuff Mr Roger. As Mr Roger in this scenario I am not a fan 0/10. I won’t be showing my wife this video.

  2. why do you assume expenses are the same after the dude dies? I would expect at least a 25% drop. The rest depends on what the tax brackets and rates are at that time.

    1. Serious question, what do you see that’s so wrong here? My parents are in this situation, so I’m open to a different perspective.

  3. Close to our situation. Retiring at 55 in 14 months. Rule of 55 for 401K access. So many different ways to go about it. Pension and 401K are magical.

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