Explore An Early Retirement With The Rule of 55, SEPP, and more!
5.7 هزار بار بازدید -
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Interested in a custom strategy to retire early? →
https://vwo3759x8i7.typeform.com/earl...
Get access to the same software I use for my clients and join the Early Retirement Academy here → https://ari-taublieb.mykajabi.com/ear...
This video discusses the Rule of 55 and 72(t) distributions, providing insights on common mistakes related to early withdrawals from retirement accounts.
It aims to educate viewers on how to avoid these pitfalls and confidently retire early.
So watch till the end to avoid these early withdrawal mistakes that can ruin your early retirement!
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Time Stamp
00:00 Intro
02:12 Reviewing the Comments of the Week
06:00 What Is the Rule of 55
09:40 Explanation of Rule 55 With a Real-Life Example
12:53 Pro Tip
13:44 What Is Tax Gain Harvesting
14:58 When to Use Rule of 55
15:26 Brokerage Account
16:37 What Rule 72(T)
17:34 Steps to Determine Social Security
20:40 Substantially Equal Periodic Payment
23:15 Summary/ Conclusion
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eBook: The Complete Guide To An Early Retirement (FREE)→
https://rootfinancialpartners.com/ear...
eBook: The Complete Guide To Health Insurance (FREE)→
https://rootfinancialpartners.com/hea...
Early Retirement Expense Calculator (FREE) → https://rootfinancialpartners.com/cas...
PODCAST - https://earlyretirementpodcast.com/
INSTAGRAM - Instagram: earlyretirementari
LINKEDIN - LinkedIn: aritaublieb
What video topic would you like to see discussed in a future video?
Ari Taublieb, CFP®, MBA, is the Vice President of Root Financial Partners (Fiduciary) and host of the Early Retirement Podcast.
––––––––––––––––––––––––––––––
📣 Are you taking advantage of tax planning before 2026? Most people hoping to retire early know they're leaving money on the table but don't know how to fix it.
👉 Subscribe to our channel and press the bell icon.
–––––––––––––––––––––––––––––
⚠️ "DISCLAIMER:⚠️
All content is not to be received as financial advice, and each individual should consult with their dedicated financial planner, tax preparer, estate attorney, etc., before making any financial decisions.
This video contains content I created and got permission from its creators to use. This Channel DOES NOT Promote or encourage Any illegal activities; all contents provided by This Channel are meant for EDUCATIONAL AND ENTERTAINMENT purposes only.
https://vwo3759x8i7.typeform.com/earl...
Get access to the same software I use for my clients and join the Early Retirement Academy here → https://ari-taublieb.mykajabi.com/ear...
This video discusses the Rule of 55 and 72(t) distributions, providing insights on common mistakes related to early withdrawals from retirement accounts.
It aims to educate viewers on how to avoid these pitfalls and confidently retire early.
So watch till the end to avoid these early withdrawal mistakes that can ruin your early retirement!
––––––––––––––––––––––––––––––
Time Stamp
00:00 Intro
02:12 Reviewing the Comments of the Week
06:00 What Is the Rule of 55
09:40 Explanation of Rule 55 With a Real-Life Example
12:53 Pro Tip
13:44 What Is Tax Gain Harvesting
14:58 When to Use Rule of 55
15:26 Brokerage Account
16:37 What Rule 72(T)
17:34 Steps to Determine Social Security
20:40 Substantially Equal Periodic Payment
23:15 Summary/ Conclusion
––––––––––––––––––––––––––––––
eBook: The Complete Guide To An Early Retirement (FREE)→
https://rootfinancialpartners.com/ear...
eBook: The Complete Guide To Health Insurance (FREE)→
https://rootfinancialpartners.com/hea...
Early Retirement Expense Calculator (FREE) → https://rootfinancialpartners.com/cas...
PODCAST - https://earlyretirementpodcast.com/
INSTAGRAM - Instagram: earlyretirementari
LINKEDIN - LinkedIn: aritaublieb
What video topic would you like to see discussed in a future video?
Ari Taublieb, CFP®, MBA, is the Vice President of Root Financial Partners (Fiduciary) and host of the Early Retirement Podcast.
––––––––––––––––––––––––––––––
📣 Are you taking advantage of tax planning before 2026? Most people hoping to retire early know they're leaving money on the table but don't know how to fix it.
👉 Subscribe to our channel and press the bell icon.
–––––––––––––––––––––––––––––
⚠️ "DISCLAIMER:⚠️
All content is not to be received as financial advice, and each individual should consult with their dedicated financial planner, tax preparer, estate attorney, etc., before making any financial decisions.
This video contains content I created and got permission from its creators to use. This Channel DOES NOT Promote or encourage Any illegal activities; all contents provided by This Channel are meant for EDUCATIONAL AND ENTERTAINMENT purposes only.
3 ماه پیش
در تاریخ 1403/02/24 منتشر شده
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