Beat the Financial System. Retire Before 60 скачать в хорошем качестве

Beat the Financial System. Retire Before 60

Most accounts in the U S make you wait. Age 59 and a half. Age 70. Early access can trigger taxes and penalties. In this video I explain the rules in plain language and show three legal options that can help you design earlier income and more flexible access to cash. What you will learn • Why many retirement accounts delay access and how taxes and penalties work • Option 1. LIRP life insurance retirement plan for tax advantaged cash value access • Option 2. Real estate equity used as a debt instrument so borrowed funds are not taxed • Option 3. The 72 t rule for qualified accounts and why you must involve a CPA • When asset backed lending on stocks can avoid capital gains from selling • How to start early and set yourself up for the future Chapters 00:00 How the U S System is Designed 00:32 Taxes, Penalties, and Delayed Access 02:13 Option 1 - LIRP 03:36 Option 2 - Real Estate Equity and Borrowing 05:15 Option 3. The 72T Rule with CPA Guidance 06:02 Bonus Option 06:26 Set Yourself Up for the Future If you want a quick read on which option fits your situation, send me a message and we will go through your numbers together. Then subscribe for weekly real world financial strategies. ➡️ Subscribe for more real-world financial strategies 📅 Book a free consultation: calendly.com/esquivelrealtycb/initial-client-appointment — Marco Esquivel CA DRE#02048864 | CA CDI#4234197 Disclaimer: This video is for educational purposes only. Marco Esquivel is a licensed CA Realtor (DRE#02048864) and Financial Services Professional (CDI#4234197). Please consult a licensed advisor before making any financial or real estate decisions.