Planning on retiring at 55 or in your 50's? Today, we're going to cover everything you should know to retire at 55! We'll cover everything from bridge accounts, the rule of 55, social security, and at the end we'll dive into a case study!
0:00 – 0:29 Retirement planning at 55 overview
0:30 – 1:00 Rule of 55 in retirement planning
1:01 – 1:28 457 plan penalty explained
1:29 – 1:52 Utilizing a bridge account before 59 1/2
1:53 – 3:00 Tips on where to pull money from in retirement
3:01 – 4:39 A guide to health care at 55
4:40 – 5:55 How to calculate expenses in retirement
5:56 – 7:19 Future income: social security, pension, inheritance
7:20 – 9:55 Retirement plan case study at 55
9:56 – 10:08 Like, comment, subscribe.. if you want to!
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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