$1M vs $10M - What Wealthy Retirees Do Differently Than Everyone Else
Retire Confidently | Anthony Saffer & Alex Okugawa
11,969 views
Schedule a call with us to see how we can help you get more out of retirement 👇🏼
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➡ 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 Introduction
0:26 Rule 1: Tax Planning
1:20 The Tax Valley
1:47 Roth Conversion Savings
2:12 Advanced Tax Tools
3:07 Rule 2: Protect Relationships
3:34 Family Wealth Conflict
4:36 Rule 3: Delegate Wisely
6:06 Rule 4: Stay Flexible
7:45 Sequence Of Returns
8:49 Build A War Chest
10:01 Rule 6: Coordinate Advisors
11:30 Rule 7: Take Action
11:56 One More Year
13:14 Seven Rules Recap
13:50 Next: Case Study
4 Comments
Charitable gift annuities made with appreciated stock are worth considering, as are QLACs in regular IRAs
$1M vs $10M - What Wealthy Retirees Do Differently Than Everyone Else
Retire Confidently | Anthony Saffer & Alex Okugawa
11,969 views
Schedule a call with us to see how we can help you get more out of retirement 👇🏼
https://onedegreeadvisors.com/call/?v...
➡ 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 Introduction
0:26 Rule 1: Tax Planning
1:20 The Tax Valley
1:47 Roth Conversion Savings
2:12 Advanced Tax Tools
3:07 Rule 2: Protect Relationships
3:34 Family Wealth Conflict
4:36 Rule 3: Delegate Wisely
6:06 Rule 4: Stay Flexible
7:45 Sequence Of Returns
8:49 Build A War Chest
10:01 Rule 6: Coordinate Advisors
11:30 Rule 7: Take Action
11:56 One More Year
13:14 Seven Rules Recap
13:50 Next: Case Study
I am going to stop working. My goal is to hit 10M in 5 years.