The Retirement Myth Costing Americans Their Future: You Need $1 Million to Retire скачать в хорошем качестве

The Retirement Myth Costing Americans Their Future: You Need $1 Million to Retire

This educational video challenges the one-size-fits-all “$1 million to retire” rule. We break down how spending needs, taxes, Social Security timing, withdrawal order, and risk tolerance can change the picture—without promises or shortcuts. Illustration only; assumptions vary; not tax, legal, or investment advice. ------------------------------------------------------------------------------------------------------------------------- At Wootton Financial, Our CLEAR mission is to lead with transparency, clarity and integrity, achieving excellence through accountability and reliability and empowering our clients, whether individuals, families, or businesses, to achieve their life and financial goals by serving as their trusted fiduciary advisor and providing a level of service beyond their previous experiences. Let us help you get a CLEAR Direction for your Retirement® Visit our website and schedule a meeting! https://woottonfinancial.com Facebook:   / woottonfinancial   Youtube:    / @woottonfinancialgroupinc.2363   ------------------------------------------------------------------------------------------------------------------------- Fixed Annuities are long term insurance contracts and there is a surrender charge imposed generally during the first 5 to 7 years that you own the annuity contract. Indexed annuities are insurance contracts that, depending on the contract, may offer a guaranteed annual interest rate and some participation growth, if any, of a stock market index. Such contracts have substantial variation in terms, costs of guarantees and features and may cap participation or returns in significant ways. Investors are cautioned to carefully review an indexed annuity for its features, costs, risks, and how the variables are calculated. Any guarantees offered are backed by the financial strength of the insurance company. Surrender charges apply if not held to the end of the term. Withdrawals are taxed as ordinary income and, if taken prior to 59 ½, a 10% federal tax penalty. The case studies provided do not reflect actual clients. Any reference to securities is based upon historical data that is public sourced. No statement made herein is to suggest stock market performance or future performance, and no case study is used to imply future performance. The case studies are intended to illustrate services available through the adviser. Actual results will fluctuate with market conditions and will vary over time. This video contains general information that may not be suitable for everyone. The information contained herein should not be construed as personalized investment advice. There is no guarantee that the views and opinions expressed in this Video will come to pass. Investing in the stock market involves gains and losses and may not be suitable for all investors. Information presented herein is subject to change without notice and should not be considered as a solicitation to buy or sell any security. Neither Game Plan Advisors, Inc. nor Wootton Financial Group, Inc. offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance. Past performance is no guarantee of future results.