American Owned Company
We may make a commission off links on this site.
Do I need a Roth Conversion? How long will I live? Will I run out of money? What if I die before my spouse, will they be ok? These are some of the questions we look at in this case study of a couple in their 60's with $1 million. We take a look at how much they can expect to spend in retirement....
In this episode, Troy Sharpe, CFP®, walks you through the process of figuring out if Tim and Jane can retire, after saving up $1 million dollars (they have $900K in a Qualified Account, an IRA and $100K in a Non Qualified Account,) with $100K in income for the first 10 years, then $75K thereafter....
It would be nice to have a Guaranteed Lifetime Income in Retirement. When planning for retirement, annuities offer a guaranteed lifetime income option, but it's not for everyone. It's important to understand what you want and your goals in retirement, in order to see if this is an option for you....
Regarding Retirement Planning, There have been a lot of questions and comments on the Annuity Series that we're doing and in this episode, Troy takes the time to answer of few of them. Link to Studies: #Annuity #retirementplanning #TroySharpe Working with a CFP® professional can be an important...
There are a lot of good comments and questions on the recent retirement planning annuity videos that we posted. In this episode I will take the time to answer them for everyone. We'll take a look at the cost of an annuity, a little bit about the legal and accounting and the fees. If and when...
