Retirement Planning in Your 50s
Автор: America's Wealth Management Show
Загружено: Дата премьеры: 2 мая 2024 г.
Просмотров: 1 607 просмотров
Continuing in our series, Dean and Bud are digging into retirement planning in your 50s. You're in a critical time, it's time to get serious about your plans.
Timestamps:
00:00 – Introduction
02:10 – Defining Your Financial Independence
05:11 – Consider Medicare
07:19 – Long-Term Care and Life Insurance
11:20 – The Magic Age of 59.5
15:01 – Time to Discuss Taxes
20:50 – What We Learned Today
Retirement Plan Checklist: https://bit.ly/3UmKpfg
Financial Planning Tool: https://bit.ly/3Qul2Hg
Meet with Us: https://bit.ly/3JIrHcX
Retirement Planning in Your 30s: • Retirement Planning in Your 30s
Retirement Planning in Your 40s: • Retirement Planning in Your 40s
Why When You Retire Matters: • Why When You Retire Matters
Setting Up a Spending Plan for Retirement: • Setting Up a Spending Plan for Retire...
Taxes on Retirement Income: • Taxes on Retirement Income
Life Insurance in Retirement: Do I Still Need It? • Life Insurance in Retirement: Do I St...
401(k) Factors You Need to Know: • 401(k) Factors You Need to Know | Ep....
Must-Knows for Couples Retirement Planning: • Must-Knows for Couples Retirement Pla...
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Investment advisory services offered through Modern Wealth Management, LLC, an investment adviser registered with the SEC.
The views expressed represent the opinion of Modern Wealth Management an SEC Registered Investment Adviser. Information provided is for illustrative purposes only and does not constitute investment, tax, or legal advice. Modern Wealth Management does not accept any liability for the use of the information discussed. Consult with a qualified financial, legal, or tax professional prior to taking any action.

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