How to Catch Up on Retirement Savings in Your 50s скачать в хорошем качестве

How to Catch Up on Retirement Savings in Your 50s

Feeling behind on retirement savings in your 50s? You still have real options. Here's the catch-up playbook I walk clients through. Feeling behind on retirement savings? Your 50s might be the most powerful decade for catching up. In this video, I break down three strategies to accelerate your retirement savings: maximizing catch-up contributions, strategic Roth conversions, and accelerating debt elimination. Being behind at 50 is common. Staying behind is optional. This video gives you a realistic, actionable roadmap. ⏱️ CHAPTERS 0:00 - Introduction 1:04 - Why Your 50s Are Different 1:56 - Strategy Overview 2:26 - Strategy 1: Maximize Catch-Up Contributions 5:45 - Strategy 2: Strategic Roth Conversions 8:19 - Strategy 3: Accelerate Debt Elimination 11:07 - Recap & Action Step 12:58 - Watch Next 13:15 - Educational Framework 📥 FREE RESOURCE: Pre-Retirement Readiness Checklist — 30 critical retirement decisions you need to make in your 50s (Roth vs Traditional is just one of them): https://radiantvest.com/checklist 📊 FREE TOOL: RadiantVest Retirement Calculator - Calculate your retirement number in minutes. → https://radiantvest.com/calculator ▶️ WATCH NEXT: 3 Tax Strategies That Could Save You 50k in Retirement 💼 ABOUT ME: I'm Jerry, a financial advisor based in Tampa Bay, Florida. I've been working with pre-retirees since 2005, helping families navigate the critical decade before retirement, and I work with clients both locally and virtually. 📞 READY TO TALK ABOUT YOUR SPECIFIC SITUATION? I help pre-retirees (ages 45-65) create comprehensive retirement plans. Whether you're in Tampa Bay or anywhere nationwide, let's talk about your specific situation. Schedule a free consultation: https://calendly.com/radiantvest 🔔 SUBSCRIBE: New retirement planning videos every week — no jargon, no sales pressure, just straight talk:    / @jerrytalksfinance   📌 DISCLAIMER: This video provides educational information about retirement planning concepts. It is not personalized financial advice for your specific situation. Tax brackets, contribution limits, and rules referenced are based on 2026 guidelines and are subject to change. For advice tailored to your circumstances, please consult with a qualified financial advisor. #CatchUpRetirement #RetirementSavings50s #RetirementPlanning #CatchUpContributions #401k #IRA #PreRetirement #FinancialPlanning #JerryTalksFinance #SECURE2