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Complete Early Retirement Case Study
Watch this video to find out how I advised a couple in their 40's to achieve early retirement at age 50. We looked at their pensions, Social Security, and retirement savings to come to a comprehensive recommendation involving the use of 72(t) payment SEPP, a 5 year Roth conversion ladder, target date maturity bond ETFs, and an optimized pension and social security claiming strategy that maximize expected lifetime income.
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