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You’re 64—Now What? Action Steps as You Prepare for Retirement скачать в хорошем качестве

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You’re 64—Now What? Action Steps as You Prepare for Retirement
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You’re 64—Now What? Action Steps as You Prepare for Retirement

Are you 64 and dreaming about retirement? In this episode of Retiring Today, we explore some of the important decisions many people face at age 64. From Medicare options and Social Security timing to income planning and long-term tax strategies, we talk about how looking ahead can help you feel more prepared for retirement. Using a hypothetical example, Clint shows how decisions made today around Social Security timing, pension choices, and spending assumptions can have lead to very different outcomes. Whether retirement is a year away or still a few years out, there are steps you can take today that may help you feel more confident as you move closer to retirement. Chapters 00:00 Introduction 00:50 Mindset and Worries 02:42 Hypothetical Example 11:45 RMDs effecting taxes and Medicare 20:05 Recap of Jill's Action Steps 24:50 Test Drive Your Budget 25:38 Sign Up For The Journey To Retirement Workshop -- Learn more about how you can prepare for retirement by downloading the complimentary Retire Your Way Toolkit - https://bit.ly/3BDJAJv Register for our next Journey to Retirement Online Workshop to learn more about building a comprehensive retirement plan. - https://merkleretirementplanning.com/... 🔔 Don’t forget to like, subscribe, and turn on notifications for more retirement insights! -- Loren Merkle CFP®, RICP®, Certified Financial Fiduciary® https://merkleretirementplanning.com/... Clint Huntrods Certified Financial Fiduciary®, PhD https://merkleretirementplanning.com/... Molly Nelson Host of Retiring Today with Loren Merkle https://merkleretirementplanning.com/... -- This video does not constitute an offer to sell, a solicitation of an offer to buy, or a recommendation of any security or any other product or service by Merkle Retirement Planning LLC, Elite Retirement Planning LLC, MRP Insurance LLC, or any other third party regardless of whether such security, product or service is referenced in this episode. Furthermore, nothing in this episode is intended to provide tax, legal, or investment advice and nothing in this episode should be construed as a recommendation to buy, sell, or hold any investment or security or to engage in any investment strategy or transaction. Merkle Retirement Planning, LLC does not represent that the securities, products, or services discussed in this episode are suitable for any particular investor. You are solely responsible for determining whether any investment, investment strategy, security or related transaction is appropriate for you based on your personal investment objectives, financial circumstances and risk tolerance. You should consult your business advisor, attorney, or tax and accounting advisor regarding your specific business, legal or tax situation. Medicare services provided through MRP Insurance, LLC. Any and all other services related to insurance are an outside business activity and are not offered through or supervised by Elite Retirement Planning, LLC.  MRP Insurance, LLC, is not affiliated with or endorsed by any government agency. This is an advertisement for insurance. By responding to the ad, you will be put in contact with a licensed insurance agent offering Medicare Advantage Plans, Medicare Supplement Plans, and Prescription Drug Plans. We do not offer every plan available in your area. Currently we represent [5] organizations which offer [22] products in your area. Please contact Medicare.gov, 1-800-MEDICARE, or your local State Health Insurance Program (SHIP) to get information on all of your options.

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