How to Retire With $300,000 (Tax-Friendly) скачать в хорошем качестве

How to Retire With $300,000 (Tax-Friendly)

See what it looks like to retire with $300,000 of retirement assets. At this level, your tax burden might be minimal, which makes it easier to afford retirement. 🌞 Subscribe to this channel (it's free):    / @justinonretirement   Whether you think $300k is a lot or a little, people retire on $300k (give or take) regularly. The Federal Reserve and other surveys tell us that not everybody has one or two million to work with. Naturally, the more you have, the easier and safer it is to stop working and live off your assets. But not everybody can keep working, and you might be ready to enter retirement. See the article with details here: https://www.approachfp.com/retire-wit... At the $300,000 level, there’s a decent chance that your Social Security benefits will not be taxable—assuming you don’t have other sources of income. You get to keep more of what you receive, and you might not face a substantial federal income tax burden either. Living tax-free in retirement improves your chances of success. Ultimately, whether or not you can do it depends on your spending level, your health, luck, and other factors. But there is a way to make this work when everything goes well. Get free retirement planning resources: https://approachfp.com/2-downloads/ 🔑 9 Keys to Retirement Planning 🐢 6 Safest Investments Learn about healthcare costs in retirement: https://www.approachfp.com/healthcare... Learn about working with me at https://approachfp.com/?utm_source=YT... Justin Pritchard, CFP® is a fee-only fiduciary advisor who can work with clients in Colorado and most other states. Justin Pritchard, CFP® is a fee-only fiduciary advisor who can work with clients in Colorado and most other states. ✔️ Flat-fee and hourly advice options ✔️ One-time projects available ✔️ Investment advice (optional) Chapters: 0:00 Intro 0:09 Like Going Backpacking 0:30 Do People Retire With $300k? See the Data 1:21 Social Security and Taxes 2:34 Friendly Reminder: Please Do Your Homework 2:51 Social Security Taxation With $300k 3:50 Federal Income Taxes (Example) 5:11 Spending Is Critical 5:22 Live Off the Interest? 5:44 Plan for Healthcare 6:27 Tips to Improve Your Chances IMPORTANT: It's impossible to cover every detail and topic in a video like this. The only thing that's certain is that you need more information than this. Always consult with a CPA before making decisions or filing a tax return. This is general information and entertainment, and is not created with any knowledge of your circumstances. As a result, you need to speak with your own tax, legal, and financial professional who is familiar with your details. Please verify with your plan administrator when employer plans are involved. This information may have errors or omissions, may be outdated, or may not be applicable to your situation. Investments are not bank guaranteed and may lose money. Opinions expressed are as of the date of the recording and are subject to change. The Comments section contains opinions that are not the opinions of Approach Financial, Inc., and you should view all comments with skepticism. Approach Financial, Inc. is registered as an investment adviser in the state of Colorado and is licensed to do business in any state where registered or otherwise exempt from registration.