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I Want To Retire. How Much Income Do I Need To Cover Expenses? 

Blue Ridge Wealth Planners
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28 сен 2024

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Комментарии : 4   
@blairmarkus3416
@blairmarkus3416 7 месяцев назад
Would it be beneficial to take a lump sum pension and invest into annuities to forgo income tax? Along with pretax 401k to Roth conversions....
@blueridgewealth
@blueridgewealth 7 месяцев назад
Investing in annuities or anywhere through IRAs doesn’t eliminate the income tax just pushes it forward until withdrawals occur.
@FireflyHill24
@FireflyHill24 7 месяцев назад
You should do a video on the self directed 401k option. For a person with a high risk tolerance. You tend to make more investing in individual stocks over mutual funds. But you can also lose more.
@blueridgewealth
@blueridgewealth 7 месяцев назад
Interesting! We'll look into making a video about that. Thanks for the suggestion!
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