They’re Retired at 73 With $1.5M and Facing RMDs—Here’s Our Strategy
Need help in retirement or want free resources? Go here: https://www.RiseInRetirement.com === Drew and Ali are both 73, retired, and financially set. Their $1.5 million portfolio has grown steadily, and they don’t need to withdraw a dime to support their lifestyle. But now, they’ve hit a new milestone—and the IRS is forcing them to take Required Minimum Distributions they didn’t plan on. === Connect With Us: Facebook: / wasmithfingroup TikTok: / wasmithfingroup =================== #retirementplanning #financialsecurity #retirementincome #socialsecurity #healthcarecosts #financialplanning #3bucketstrategy DISCLAIMER: Great Lakes Retirement, Inc., operating under the DBA W.A. Smith Financial Group, is the sole SEC-Registered Investment Advisory firm. Investment Advisory Services are offered exclusively through Great Lakes Retirement, Inc. SEC registration does not imply an endorsement of the firm by the SEC, nor does it indicate a specific level of skill or qualification. Insurance and Tax Planning services offered through W.A. Smith Financial LLC. The oral and written communications of an adviser provide you with information about which you determine to hire or retain an adviser. Form ADV Part 2A can be obtained by visiting https://adviserinfo.sec.gov and search for our firm name. ADV Form 2B is available upon request. Neither the information nor any opinion expressed is to be construed as solicitation to buy or sell a security or personalized investment, tax, or legal advice. This presentation has been provided for informational purposes only and is not intended as legal or investment advice or a recommendation of any particular security or strategy. The investment strategy and themes discussed herein may be unsuitable for investors depending on their specific investment objectives and financial situation. Information obtained from third-party sources is believed to be reliable though its accuracy is not guaranteed. Opinions expressed in this commentary reflect subjective judgments of the author based on conditions at the time of publication and are subject to change without notice. Past performance is not indicative of future results. You can read more here: https://wasmithfinancial.com/disclosure/
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