7 Retirement Strategies to Retire Successfully скачать в хорошем качестве

7 Retirement Strategies to Retire Successfully

A successful retirement is something that everyone strives for, but it isn’t something that you can simply speak into existence. Achieving a successful retirement requires thorough planning before and after you retire. Hopefully, this list of retirement strategies that we’ve composed can help you get to and through retirement with more confidence that you’re doing the right things with your money, freedom from financial stress, and time to spend doing the things you love. Timestamps: 00:00 – Introduction 01:03 – 1. Get a Trusted Team of Financial Professionals 03:51 – 2. Make Goals for Retirement 06:21 – 3. Build a Multi-Year Tax Planning Strategy 10:00 – 4. Have a Plan for Claiming Social Security 12:39 – 5. Don’t Forget About Insurance 15:58 – 6. Keep Your Estate Plan Current 18:37 – 7. Have a PLAN for Retirement 21:42 – What We Learned Today Retirement Plan Checklist: https://bit.ly/422kjkV Tax Reduction Strategies: https://bit.ly/425zUk0 Become a Rothaholic: https://bit.ly/41ZCS9z Financial Planning Tool: https://bit.ly/48YOKuy Meet with Us: https://bit.ly/3HpfFUC 5 Questions About Long-Term Care:    • 5 Questions About Long-Term Care Insurance   Must-Knows for Couples Retirement Planning:    • Must-Knows for Couples Retirement Planning...   Understanding SECURE 2.0 with Ed Slott:    • Understanding the SECURE Act 2.0 | Ep. 83 ...   ________________________________________________________ Investment advisory services offered through Modern Wealth Management, LLC, an investment adviser registered with the SEC. The views expressed represent the opinion of Modern Wealth Management an SEC Registered Investment Adviser. Information provided is for illustrative purposes only and does not constitute investment, tax, or legal advice. Modern Wealth Management does not accept any liability for the use of the information discussed. Consult with a qualified financial, legal, or tax professional prior to taking any action.