We believe that education is the key to making the best decisions in life. For this reason, we have put together 6 short videos to help you understand the areas you can control in retirement. Social Security is probably the biggest area that people fail to understand, but equally important is how you position your assets, withdraw your assets and select an optimal time to stop working. It is important to know that these videos are designed to educate but individual analysis is critical to understanding your unique situation. We have broken them down into the 6 areas so you can revisit each section as often as you like.
Understanding your options before you make a decision is always wise. We believe that education is a valuable part of your retirement and want you to have all the facts before you make one of the most important decisions in retirement. This short video will help you understand what we do and why it is important.
2. Social Security Number Part 1 of 2
Social Security is one of the largest resources in retirement, yet most fail to get all they can from this resource. In this video we provide some history and perspective on Social Security and how to optimize your benefits.
3. Social Security Number Part 2 of 2
This video focus on the details of Social Security and some of the complex challenges. We will look at how to use the rules to your advantage and share some case studies of why it is important to use the rules to your advantage.
4. Asset Location
In this video we cover Asset Location. It is very different than your asset allocation. How you position your Qualified (401(k) or IRA) assets, your Non Qualified (Brokerage or Bank Accounts) and your Tax Free (Roth IRA) can make a significant difference in the long term taxation of your retirement income.
5. Withdrawal Strategy
In this video we discuss having an efficient withdrawal strategy. Retirement income can be taxed in many different ways and we cover the importance of having a strategic plan for when and how to withdraw money.
6. Optimal Retirement dateDid the videos help? Have further questions? Schedule a one-on-one session!
When to retire is as important as how much you have to retire on. All too often people retire too early and later in life find out they lived longer than expected. In this video we discuss what you should consider before leaving your final job. It is simple to look before you leap.