Effective Early Retirement Strategies: A Step by Step Framework

Effective Early Retirement Strategies: A Step by Step Framework

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Do you have a retirement plan that maximizes your ability to retire when you WANT to? Does it allow for early retirement? You can schedule an appointment with one of our Retirement Experts to look at your situation and help you plan for your future. Call us at (920) 544-0576 or go to https://www.safeguardinvest.com/contact.

What age can you retire? What age should you retire?

These are questions that nearly every pre-retiree faces. What am I getting and giving up by retiring this year vs. X years from now?

This is a tough and complex question.

In the face of complexity, many simply look at what their peers are doing. Gallup polls report the average age of retirement is 62. Invariably, a huge swath of people retiree between 62-65.

But does that have to be the case? This is an extremely personalized question.

In today's training we explore the topic of early retirement and talk through important issues you need to be considering when retiring early vs. picking a later retirement date.

We will discuss some effective strategies (like the Rule of 55, 72t, Roth Conversion Ladders) our clients have used to retire early with confidence.

#EarlyRetirement #RetirementIncomePlanning

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Always remember, "You Don't Need More Money; You Need a Better Plan"

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📚 The New 60/40: How the Next Generation of Retirees Can Achieve Radical Financial Freedom through Better Safe Investing - https://www.amazon.com/New-60-Generation-Financial-Investing/dp/B08H6TCMFN

Safeguard Wealth Management is a Registered Investment Advisor in the State of WI. Safeguard Wealth Management is not an insurance provider. All content on Youtube is for informational purposes only and should not be taken as personal advice for your situation. You can read more disclosures at https://www.safeguardinvest.com/fiduciary


Did you miss our previous article...
https://wealthvideos.club/Retirement-Planning/how-to-retire-early-with-25-million-taxable-investments