Does $750,000 Last In Retirement If You Retire Early?
How much you need to retire quiz: https://adamdolson.com/retire-quiz/
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Can You Retire at 60 with $750k? Smart Strategies for Early Retirement
Join Adam Olson, a certified financial planner and retirement strategist, as he breaks down whether you can retire at 60 with $750,000 in savings. In this comprehensive guide, he discusses income potential, smart withdrawal strategies, and his nine-step Work Freedom framework. Learn about the critical factors of healthcare, Social Security, geography, and taxes that can impact your retirement. Discover how to bridge the gap with part-time work, structure investments for different retirement phases, and implement Roth conversions and reverse mortgage strategies to maximize your income. Ensure you’re fully prepared for a comfortable and stress-free retirement with this essential roadmap.
00:00 Introduction: Can You Retire at 60 with $750,000?
01:06 Understanding Your Income Potential
01:35 Navigating Early Retirement Challenges
03:02 Smart Withdrawal Strategies
04:17 Bridging the Gap to Early Retirement
05:04 Investment Strategies for Different Retirement Phases
08:04 Tax Strategies to Maximize Your Retirement Income
09:35 Key Decision Points: Social Security and Healthcare
11:26 Nine Steps to Confidently Stop Working
14:37 Conclusion: Building Your Work Freedom Timeline
Disclosure:
All investing involves risk, including the possible loss of principal. Past performance does not guarantee future results. Contact a tax advisor for tax advice specific to your situation.
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