From $1M to $5M in Retirement?! Here’s How It Actually Happens скачать в хорошем качестве

From $1M to $5M in Retirement?! Here’s How It Actually Happens

They started retirement with $1 million and ended with $5 million without chasing risky investments. In this episode of Joe Knows Retirement, Joe breaks down how real Midwestern Millionaires quietly multiply their wealth in retirement. 📞 Schedule a call with our team: https://peakretirementplanning.com/sc... 🎥 Subscribe to our channel: https://bit.ly/430T9Lv 📚Get a FREE copy of Joe’s book “Midwestern Millionaire”: https://keap.page/bsd964/midwestern-m... 🟥 Read our latest article featured in Kiplinger: https://www.kiplinger.com/retirement/... #retirement #taxplanning #pension Timestamps: 0:00 – The shocking truth: How $1M becomes $5M 1:15 – Real couple case study: $45k pension + $40k Social Security 3:49 – Why they may never need to touch their investments 4:45 – Compound growth: The math behind doubling wealth 6:17 – The $5M surprise 7:20 – Planning for taxes and Roth conversions early 8:19 – Watch out for Required Minimum Distribution 10:04 – Charitable Planning 11:33 – Social Security and avoiding the widow’s penalty 12:57 – Why giving now beats waiting until later 14:17 – Closing thoughts and connecting with us Disclaimer: Since we do not know your specific situation, none of this information can serve as tax, legal, insurance, or financial advice, and may be outdated or inaccurate. The information comes from sources believed to be reliable but cannot be guaranteed. This content is prepared for educational purposes only. If you need advice, please contact a qualified CPA, attorney, insurance agent, financial advisor, or the appropriate professional for the subject you would like help with. Peak Retirement Planning, Inc. is a Securities and Exchange Commission registered investment adviser and able to offer advisory services in Ohio and in other states where registered or exempt from registration.