If you want to retire early, there are some important considerations you need to keep in mind. How are your investment accounts taxed? What about Medicare and Social Security? Should you wait or go for it now?
Jaeden May from Adams Wealth Advisors goes over how to plan for an early retirement and outlines how to structure your plans into the future.
Connect with Jaeden here:
adamswealthadvisors.com/jaeden
A Health Savings Account is an incredibly powerful way to supercharge your retirement wealth. The triple tax advantage of HSAs is hard to ignore, and in this video, we'll show you 4 easy ways to put your HSA on steroids. We go over the important tax benefits and investment options. Don't miss out on this smart saving strategy!
Here is a list from Health Equity of Qualified Medical Expenses (QME):
www.healthequity.com/hsa-qme
Need help? Email me!
Erik@TheRetirementNerds.com
Visit our website: www.TheRetirementNerds.com
Join our newsletter:
theretirementnerds.com/newsle...
====================================
This video is NOT sponsored.
The Retirement Nerds is the no-cost educational platform and serves to offer information around Medicare, Social Security, Financial Planning, and Estate Planning.
⏰ TIME CODES ⏰
0:00 When Can I Retire?
3:15 Healthcare considerations
4:45 Income Control
6:22 Options For Work Investment Plans
10:35 Traditional and Roth
12:05 Taxes
15:54 The Side Hustle
19:09 Psychology of Spending
20:18 Accessing Retirement Accounts Early
25:30 When Can You Retire?
28:38 Common Pitfalls
30:25 Just the Start
32:18 How to Prepare
=============================
#retirement #retirementplanning #90daysfromretirement
Federal Disclaimer:
We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1-800-MEDICARE to get information on all your options.
Disclosure:
This podcast is intended for informational purposes only, and is not a substitute for personal advice from Adams Wealth Advisors. This is not a recommendation, offer, or solicitation to buy or sell any security. Past performance is not indicative of future results. There can be no assurance that investment objectives will be achieved.
Негізгі бет Avoid the Most Common Early Retirement Mistakes
Пікірлер: 87