Figuring Out When You’re Actually Able to Retire- Episode 141
You’ve been working your whole life, and retirement for you has always been “at some date in the future.” As you get older, the question becomes more real, and will eventually require an answer. This is something that financial advisors and planners deal with every day.
How do you know when you’re really able to hang it all up? Maybe your portfolio balance hasn’t reached the number you’ve always figured was the minimum amount you’d need. As it turns out, there’s a chance, given certain generous tax laws and some basic strategy techniques, that you may be able to retire well before you thought you could.
On this week’s episode of Managing Your Financial Future, Podcast host Johnny Dean and financial advisor “Professor” Rick Plum, CFP® discuss what you need to know when asking that all-important question: “When can I retire?”
Important Information:
Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances.
You should always seek counsel of the appropriate advisor prior to making any investment decision. All investments are subject to risk including the loss of principal.
Rick Plum is a registered representative with, and securities and advisory services offered through LPL Financial, a registered investment advisor and member FINRA/SIPC. The investment professionals are affiliated with LPL Financial and are conducting business using the name Lucia Capital Group, a separate entity from LPL Financial.
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