Here’s What an $8M Retirement Really Looks Like
Schedule a call with us to see how we can help you get more out of retirement 👇🏼 https://py01htti90f.typeform.com/to/M... ➡ PLEASE READ! ⚠️ Be careful of scammers. In the COMMENTS section, We will NEVER offer any investment products, recommend a stock broker, or anything similar. Some scam bot commenters coordinate a “conversation,” including “asking” for investment help, and reply with "how great X idea/investment/person is" in the replies. These are scam threads. Do not fall for them." Client case studies are adapted from actual financial plans and/or scenarios but have been modified for clarity and simplicity. These illustrations are intended for educational and entertainment purposes only and should not be relied upon for personal decision making. Each plan is developed using specific client conversations, assumptions, and planning inputs that are not fully detailed in these videos. Please consult your own financial, tax, and legal advisors before making any financial decisions. This does not constitute an investment recommendation. Investing involves risk. Past performance is no guarantee of future results. Consult your financial advisor for what is appropriate for you. Disclosures: https://onedegreeadvisors.com/solutio... 00:00 The Big Question 01:25 Meet David & Carol 05:15 Retirement Income 07:21 Guardrail Strategy 13:12 Tax Planning 15:00 Roth Conversions 19:25 Complete Retirement Plan 20:03 Roth Conversion Mistakes
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