The Month You Retire Matters. Here's Why

Is there a best month to retire? There isn't one perfect month that's optimal for everyone, but choosing the wrong month can cost you thousands. In this video, you'll learn how to choose YOUR best month to retire by considering these four factors: Taxes, healthcare, benefits, and the impact of early retirement. Choosing the right month to retire is a key part of successful retirement planning, 0:00 Best Month to Retire? 4 Factors to Consider 0:34 Which Months Lower Your Taxes? 2:25 Health Insurance Coverage Gaps and IRMAA Penalties 3:56 Company Benefits: Don't Leave Money On the Table! 5:18 Early Retirement: Social Security's Earnings Limit DISCLAIMER: I am not a financial adviser. I'm a nationally-recognized personal finance expert, bestselling author, MBA and a former CPA. My videos are for educational purposes only and represent my opinion. It is essential that you conduct your own research and seek professional advice. Everyone has a unique set of financial and personal circumstances, so your financial decisions are solely your responsibility. My Books: Winners of the Best Self-Help Book Awards by the American Society of Journalists and Authors. Both are also Amazon #1 bestsellers. The Debt Escape Plan: How to Free Yourself From Credit Card Balances, Boost Your Credit Score and Live Debt-Free. amazon.com/The-Debt-Escape-Plan-Debt-Free/dp/1601633602 Confessions of a Credit Junkie: Everything You Need to Know to Avoid the Mistakes I Made. https://www.amazon.com/Confessions-Cr... #bestmonthtoretire #retirementplanning #earlyretirement #socialsecurity #retirement #whentoretire #medicare