I'm 60 with $2M. How Much Can I Spend In Retirement?

Retirement planning at 60! Today we're going through a real financial plan and we'll touch on everything! Learn how to maximize your Social Security benefits, understand portfolio allocation, and navigate different account types to ensure your savings last.
KEY TOPICS:
Retirement planning at financial planning at 60
Social Security filing strategies: single vs. married
Investment allocation across stocks, bonds & cash
Pre-tax, tax-free & taxable account management
The "Go-Go Years" retirement phase strategy
$2M retirement nest egg analysis

Perfect for:
✓ Pre-retirees planning their future
✓ Current retirees optimizing their strategy
✓ Anyone concerned about retirement savings
✓ Financial planning enthusiasts

Jazz Wealth Managers helps individuals and families achieve financial security through retirement planning and investing strategies. Our videos offer actionable guidance on navigating Roth IRA's, 401ks, IRAs, Social Security, and more. Whether you're approaching retirement or just getting started, learn how to make informed financial decisions for a prosperous future. Subscribe for more!
#retirement #retirementplanning #dohstr8
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0:00 What percentage of retirees have one million dollars?
0:50 Retirement Variable 1: Social Security
2:15 Retirement Variable 2: The importance of asset allocation
3:35 Asset allocation return differences
4:33 Retirement Variable 3: Account Types
5:33 Retirement Variable 4: State Income Tax in retirement
6:07 Retirement Variable 5: Health Care
6:50 Retirement plan analysis (real example)
8:45 Planning for the go-go years
9:36 Retirement analysis probability of success
10:11 Stress testing this plan
12:11 When to take more risk
12:40 The long term impact of adjusting monthly dollars

Тэги:

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