On this episode, we dive into real-life scenarios to gain insight into crafting a successful and early retirement plan. Hear Tyler Emrick, CFA®, CFP®, dissect a client's journey of retiring in their late 50s. Exploring the intricacies of their tax-smart distribution plan to fund their retirement lifestyle and obtained significant tax credits to offset their pre-Medicare healthcare costs.
Here’s some of what we discuss in this episode:
- Background on a real-life scenario with a family we met a few years ago.
- What we learned about the challenges to their retirement, including healthcare.
- The different healthcare decisions to choose from and the costs most aren’t prepared for.
- Places you can trip up with healthcare.
- How we approach the distribution planning.
Have questions?
Need help making sure your investments and retirement plan are on track? Click to schedule a free 15-minute call with one of True Wealth's CFP® Professionals.
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