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Now, some advisors might recommend well, we’ll keep like a year’s worth of cash aside so that when the markets down, we don’t have to take from the market account we can take from the cash. Okay, well, what happens if the markets down more than a year? What happens
It’s not that the market wouldn’t recover. It does. But when you’re retired, and you take a loss, the question is, the question is, will it recover in a time period you needed to recover it?
The spend down rate is what rate of return do I need to get to where maybe that account spends down to zero by the age of 95? So, it’s just spread out? Right? That’s your minimum rate.
Everybody at our office believes that there’s a portion of money that should be protected, that you should be working to make someone’s life simpler and less risky as they get older.
So, bucket strategy, grouping priority, what you know, however you’d like to call it, right? I mean, really, what we’re talking about is, is making sure that the money that you’ve accumulated, it’s very important as you enter into retirement, that you segregate that money into different groups or different
Because the beneficiary document is the most important document you own, it will override the will, so, in this case, if the beneficiary form said give the money to my new spouse, but the will said give all my money to my kids, the courts are going to say, well,
And then I build a plan for them retire in five years, they will always come back before the five-year mark saying, Hey, I think I’m ready to go early. You want to know something, that’s the greatest feeling because they have that they had the peace of mind, they
People want to learn how to create a stream of income by getting themselves their own private pension, they want to know about how to create tax free money in retirement, they want to know how to transfer the money from themselves to their beneficiaries without the IRS becoming the
Discover how annuities can provide financial security, understand the role of insurance in safeguarding your assets, and explore the key milestones in retirement planning. Whether you’re nearing retirement or just starting to think about your financial future, this video is your comprehensive guide to navigating the complexities of retirement. Tune
