5 Years From Retirement? Do These 5 Things Now (2025 Guide) скачать в хорошем качестве

5 Years From Retirement? Do These 5 Things Now (2025 Guide)

Are you 5 years away from retirement? What you do RIGHT NOW could either prepare you for a comfortable retirement... or leave you scrambling when it's too late to recover. In this video, I reveal the 5 specific actions that separate comfortable retirees from those who struggle. After 30+ years helping clients prepare for retirement, I've identified 5 critical actions you need to take during this crucial "retirement red zone." You'll discover: • The catch-up contribution strategy most people miss (even financial advisors!) • A surprising approach to market volatility that goes against conventional wisdom • The tax optimization technique that could save you tens of thousands • Why your retirement lifestyle plan matters at least as much as the money • The income strategy that determines if your money will last 📆 Schedule Your No-Cost, No-Obligation Consultation: https://go.oncehub.com/clarkatterbury 📞 CONTACT US: (760) 280-2880 [email protected] www.clarkatterbury.com Facebook: facebook.com/AtterburyInvestmentManagement LinkedIn: linkedin.com/in/clark-atterbury-09266896 👍 Subscribe for more insightful content on retirement planning and smart investing! 00:00 5 Years From Retirement? Do These 5 Things Now 2025 Guide 00:35 The Retirement Red Zone 01:14 Maximize Savings 01:34 Potentially Double Your Money in 5 Years 01:55 Catch-Up Contributions for your 401(k), 403(b) and IRA 02:22 Investment Returns, Maximum Contributions & Compound Growth 03:19 Retirement Income Strategy 03:38 Retirement Sources In Retirement 03:48 Income Gap In Retirement 03:59 Create A Sustainable Withdrawal Strategy 04:01 The 4% Rule 04:22 Social Security Timing 04:59 Clark Atterbury, Financial Advisor, Atterbury Investment Management 05:18 Volatility Protection 05:27 Stocks? Bonds? Growth & Inflation 05:43 The Retirement Buffer. Taking Income In Retirement and Giving Your Growth Investments Time To Recover 06:44 Tax Optimization 06:51 Pre-Tax Earnings VsPost-Tax Earnings 07:01 The Three Types Of Investment Accounts: Tax-Deffered, Tax-Free, and Taxable 07:25 ROTH Conversion 07:43 Tax-Loss Harvesting 07:54 Tax-Implications Of Your Retirement Income Strategy 07:59 Social Security Taxation 08:08 Required Minimum Distributions AKA RMDs 08:32 Lifestyle Planning 08:55 What Retirement Means To You 09:43 Social Connections In Retirement 10:00 Your Financial Strategy And Your Lifestyle Plan Should Work Together 11:07 Clark Atterbury, Financial Advisor, Atterbury Investment Management 11:16 Watch These Videos On Retirement Planning & Investment Management Next Representative is registered with and offer only securities and advisory services through PlanMember Securities Corporation, a registered broker/dealer, investment advisor and member FINRA/SIPC. 6187 Carpinteria Ave, Carpinteria, CA. 93013. Atterbury Investment Management, Inc and PlanMember Securities Corporation are independently owned and operated. CA Insurance Lic #0B29538.