This video is on the decisions needed before early retirement; take social security at 62 or wait, pensions and survivors benefits, 403B annuity or lumpsum distribution, IRA Rollover, cost of retirement, and special needs trust.
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Regarding the roll over of the 403B or 401K for some to an IRA, would it not be worth consideration to forgo their SS and fund some of the IRA to a ROTH IRA maybe annually for some time perhaps even to age 70 with the idea of reducing their RMD's when it comes time that it can't be put off any longer? Once in the ROTH, the funds will grow tax free (after 5 years) for the rest of their lives. If they're 60 now, they could easily live into their 90's. Or perhaps a few decades longer if they start taking the magic supplement. NMA I think it's called.
Love it
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Good video Kerry. I rolled my 401K into a self directed IRA and then paid cash with it for a single family rental. My goal is to let the rental money accrue and hopefully pick up a second rental before I retire. Maybe you could explain self directed ira's to the group. They are not commonly known.
I want to wait till I am 66yr 10mo to retire. Keep funding roth & 401k.
How do figure max I can take out of 401k without paying tax on ss
THANK YOU KERRY this is a great service.
Glad that you share your wonderful knowledge and experiences on how people can be helped.