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.
90 Days From Retirement is the no-cost educational platform and serves to offer information around Medicare, Social Security, Long Term Care, and Estate Planning.
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⏰ 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
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.
