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I just noticed you are missing a finger on your right hand.
No if you make $80,000 now it's not the same as making $80,000 in retirement.
Your contributions are at your marginal tax rate and your withdrawals will be your effective tax rate.
I'm confused by your saying 15% tax in retirement. Our tax system is progressive you may pay 15% on some of that money in retirement but not all that money retirement.
Comparing of Roth and traditional you must look at the effective tax rate in retirement and the marginal tax rate while you were working
Awesome stuff! I agree, you first then kids college!
Came for the financial advice, stayed for the Buffalo Trace
Good stuff. Thanks!
How do I get that on my dashboard? Not seeing that version in the portal – limited release for now? Great info and format! Thanks.
Fear monger! All the analyst is based on lower taxes in the future.
I will be a big Uncle Sam customer once I’m forced to take my RMD!
I love this series!!! Thank you!!! Please continue this series!!!
Ur the best, if was rich I would definitely use u. But i am. Home maker who saves400dollars month. But u help me soo much. God bless u.
Excellent point about prioritizing retirement savings vs. paying for your kids' college. They may go to college or they may not…the degree they earn might be worthwhile or it may not…but there's a 100% chance that you're going to retire someday, so fund the sure thing first.
Question? 45 age male. 25000 saved 401k. 10000 in other investments like Robin hood. Want to retire 65 age.
Social security? Idk. Single.
Like the video. Anyways question the pay taxes now vs later.
Because my dividend roth IRA is doing better than my aggressive taxable. :p
I never knew clients money didn’t go to Jazz. That is really huge. I’m sure you’ve stated that before.
Like the video, very informative as usual and your home office setup! Please do more of this "Jazz After Dark" series..
With Obama care subsidies and IRMAA and the likehood of me or the wife dying earlier than anticipated and now moved from married filing jointly to single and losing that standard deduction benefit. That alone will be more than 8% and that is not considering how much of of my Social Security is being taxed I want none being taxed… I want to have as little in traditional as possible.
Property taxes
Go up alot every year
So explain why when someone dies social security does not go to the next of kin accept husband or wife or young child
Well here is how my retirement looks like without all the numbers. I can retire after 20 years of service. I first will be getting a lifetime pension when I retire since I'm a state employee. Keep in mind that pension can be passed on when I die. I also have 457 which I can touch soon as I retire no matter the age. I also have a Roth IRA. With those three right there plus all the money I have in my savings and individual investing accounts , I'll be pretty good. And I'm not waiting to 65 to retire. I'm out the door by 48
My question is should my dividends be returned to me so i can pick the investment i want ( i believe buffett does it this way), or should i always be reinvesting all the dividends?
Love the setup. Very relaxed and informative!
A bad plan might be better than no plan at all? I am due to retire soon, and I have saved a penny or two. Its trying to gather everything into one cohesive plan that is proving difficult.
Thanks for the great video Dustin! Im 57, and i was late to the game for retirement planning unfortunately. My company has a real good 401k program plus i have a regular retirement IRA, so i have something, lol. But thanks for explaining the retirement numbers including Social Security and equity from home! It puts those “out of reach” numbers a little more attainable
Thanks Dustin great information love the layout.
I’m planning on 10% or less of my income in retirement. Yeh no kidding I’m serious. I make pretty serious bank but live ultra cheaply.
What most young financial planners today don’t understand is my generation only made about 3.00/hr not the 6 figures these kids do now in their 20s-40s.
People today makes crap tons of money and live like it too. Which is why they need crap tons in retirement.
Yes kids come after!
You hit the trifecta Dustin… cool set up, nice drink and solid financial advice. Win, Win, Win.
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That’s why I’m in traditional my taxes will be lower definitely. Best real example I’ve seen on the internet. Normally folks show saving the same but people don’t save the same, they save less for a Roth because it effects take home pay.
Thank you. Great information.
Thanks