The New Retirement Planning Timeline: What to Do at 50, 60, 65, 70, and 73 скачать в хорошем качестве

The New Retirement Planning Timeline: What to Do at 50, 60, 65, 70, and 73

Retirement doesn’t happen all at once - and neither should your financial plan. In this video, Cary Green, financial advisor and co-founder of Green Era Financial, walks you through a modern retirement planning timeline, from age 50 to 73. You’ll learn what to focus on at every stage, including catch-up contributions, Roth conversions, Social Security timing, Medicare enrollment, and Required Minimum Distributions. Each milestone - 50, 60, 65, 70, and 73 - comes with unique opportunities and potential pitfalls that can dramatically impact your long-term success. Cary explains how to use each phase to your advantage so you can retire with clarity, confidence, and a well-coordinated plan. Whether you’re behind, ahead, or just getting started, this step-by-step guide will help you make smarter moves at every age on your journey to retirement. ------------------------------------------ Work with us → https://www.greenerafinancial.com Check out our Green Era Financial YouTube channel →    / @greenerafinancial   Meet with Cary directly → https://calendly.com/greenerafinancia... ------------------------------------------- ⏱Video Chapters⏱ 00:00 - Intro 00:35 - Age 50: Catch-Up and Clarify 01:44 - Age 60: Income Planning, Roth Conversions, and Social Security 02:54 - Age 65: Medicare, IRMAA Planning, and Health Strategy 04:18 - Age 70: Maximize Social Security and Lock in Lifetime Income 05:11- Age 73: RMDs, Tax Traps, and Income Coordination 06:12 - Bringing It All Together ------------------------------------------- Green Era Financial LLC (“Green Era Financial”, “Green Era”) is a registered investment advisor offering advisory services in the State of Florida and in other jurisdictions where exempted. Green Era Financial LLC is not affiliated with or endorsed by the Social Security Administration or any other government agency. Registration does not imply a certain level of skill or training. The presence of this channel on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by Green Era Financial in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption. All content on this channel is for information purposes only. Opinions expressed herein are solely those of Green Era Financial and our editorial staff, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to other parties’ informational accuracy or completeness. This content is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Nor is it intended to be a projection of current or future performance or indication of future results. Purchases are subject to suitability. This requires a review of an investor’s objective, risk tolerance, and time horizons. Investing always involves risk and possible loss of capital. All information or ideas provided should be discussed in detail with a licensed financial advisor, accountant or legal counsel prior to implementation. #retirement #Over50 #retirementplanning