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Retiring Single at 62 with $1M: Key Considerations & Real-Life Example

Curtis Crossland, MBA, CFA, CFP®, EA

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Retiring Single at 62 with $1M: Key Considerations & Real-Life Example

7 736 просмотров · 2 г. назад
Curtis Crossland, MBA, CFA, CFP®, EA
6,85 тыс. подписчиков
7 736 просмотров · 2 г. назад
✅ BUILD A TAX-EFFICIENT RETIREMENT WITH US ✅ https://www.suttlecrossland.com/getti... Retiring alone can be a mixed bag. Some will relish the chance for adventure and discovery on their own, but others may find this season of their lives a difficult one both emotionally and financially. How do the decisions in planning change if you're single vs married in retirement? What aspects feel bigger than before and what considerations are there? Can any of this help couples in their planning should one become a widow or widower? In this video, we're going to look at an example of a 62 year old individual retiring with $1 million in investable assets and discuss some of the differences and challenges they may face in retirement decision making and planning. #money #investing #retirement #finance #retirementplanning --------------------------------- About Curtis Crossland: • https://www.suttlecrossland.com/about... Follow Curtis Crossland on: • LinkedIn:   / curtiscrossland   Visit Suttle Crossland Wealth Advisors: • https://www.suttlecrossland.com/ Follow Suttle Crossland Wealth Advisors on: • Facebook:   / suttlecrossland   • LinkedIn:   / suttlecrossland   --------------------------------- Timestamps: 00:00 Intro 00:49 Foreword on the Example 01:47 Start of our Example & Breakdown 05:13 Discussion on Social Security Choices 09:01 Monte Carlo Analysis 17:33 Tax Analysis 22:11 Conclusions from the Example 24:19 Where to Find Us _____________________ Next Videos: Average Retiree Income & Expense:    • Average Retiree Income & Expenses. How Do ...   Retirees Need to Tax Plan:    • Retirees Need to Tax Plan: See an Explanat...