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サマリー
あらすじ・解説
The conversation discusses various aspects of retirement planning, including the importance of having a written plan, the misconception that retirement can happen earlier than expected, the difference between distribution and accumulation, the need to plan for a long retirement, and the impact of Social Security on retirement income. The conversation also explores the concept of decumulation as the new accumulation, dispels retirement myths, and highlights the importance of tax minimization strategies and understanding stock market returns and home appreciation rates in retirement planning. The conversation covers downsizing and taxes, the myth that you can't afford to save for retirement, rolling retirement accounts into an IRA, what happens to annuities after death, and preparing for retirement at 52.
Reach out to Bruce & Tim at (800) 796-9912 or
https://www.premierswplanning.com/
https://www.ttvalueinvesting.com/
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