$600,000 Retirement Plan At Age 60: Will She Run Out Of Money?
Автор: adviice
Загружено: 2026-01-05
Просмотров: 4226
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Let's build a $600,000 retirement plan for someone retiring at age 60.
In this video we explore three different versions of this plan and we will show you how some simple changes to the decumulation strategy can have a large effect on the success rate, government benefits, taxes paid, and estate value.
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Disclaimer: This video is for educational purposes only and does not constitute investment advice or financial advice. All information provided is for illustrative purposes only and you should not rely on such information as the primary basis of your investment, financial, or tax planning decisions. Every effort has been made to ensure the accuracy of its contents. No representations, warranties or guarantees are made as to the accuracy of any estimates or calculations provided. Nothing in this material should be construed as investment or tax advice, or a solicitation or offer, or recommendation, to buy or sell any financial product or securities. Before making any financial decision, you should review your situation with a financial planner.
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