Your Retirement Questions Answered about Roth Conversions, Social Security, and More скачать в хорошем качестве

Your Retirement Questions Answered about Roth Conversions, Social Security, and More

Roth Conversions, Social Security and other Related Retirement topics can be tricky and nuanced. Troy Sharpe, CFP® scours through your video comments, handpicking the most thought-provoking questions on these topics to deliver the insights and actionable advice you’re looking for when it comes to retirement financial planning. Whether you're approaching retirement or simply curious about optimizing your financial future, this deep-dive will help demystify complex retirement topics that are undoubtedly on your mind. Have a question you want answered? Keep sharing them in our comment section and you may hear from Troy in one of our monthly response videos. Two videos mentioned: 🍿 I’m 60 with $2 Million, How Much Can I Spend Without Running Out of Money?    • I’m 60 with $2 Million, How Much Can I Spe...   🍿 Want to Lose More Than 50% of Your Retirement Savings? Don’t Watch This Video    • Want to Lose More Than 50% of Your Retirem...   🏃🏻 Jump right in: 01:06 Is it better to withdraw from cash until almost depleted? 04:13 Can taking social security income early help to offset negative monthly cashflow? 07:36 Can you include IRMA and RMD distributions? 10:34 Is there simulation that shows what it could look like if Social Security randomly changes (reduces)? 13:17 Are you factoring in health care costs from 60 to 65 before Medicare kicks in? 15:19 With those asset and spending needs, why wouldn't you just put that into a 30-year treasury yielding currently 4.99% and not have the uncertainty of the market? 18:01 Comment: “People, your odds of living to age 80 are 30%. You need to know that before listening to people.” 19:25 What about annuities? Can we retitle annuities to a trust? 20:46 The benefit of trusts when it comes to divorce 21:42 If assets in a trust have income, does it pay taxes? 23:36 What is this obsession with everyone wanting to leave money to family? Just leave them an education, and die penniless. 24:05 I only have cats. I'm guessing this video about trusts isn't for me. #rothconversions #socialsecurity #retirementincome ➡️ Do you need a Retirement Success Plan that goes beyond allocating funds to truly fit your needs? We can help you create a retirement life plan customized for your retirement vision and legacy. Call us at (877) 404-0177 or fill out this form for a free consultation: https://click2retire.com/your-retirem... 🎥 Subscribe to our channel for more content like this! https://click2retire.com/subscribe ✉️ Sign up to receive our monthly retirement email series here https://click2retire.com/yt-newsletter Disclaimer: This video discusses fixed-income investing and utilizes the 10-year U.S. treasury as a general representative fixed-income investment. Conclusions reached, opinions stated, and downside risks and potential returns presented should not be construed as applying to other types of bonds or fixed-income assets. Other types of fixed-income products carry different levels of risk and return potential and should be evaluated as an element of a diversified portfolio with your specific risk tolerance, investment objectives, and timeline in mind. Nothing in this video is investment advice, an investment recommendation, or an offer to buy or sell any security. Investing involves risk.