I'm 63 with $1.6M. Can I Retire? Social Security & Withdrawal Strategies To Improve Retirement Plans
Streamline Financial
@streamlinefinancialAbout
Streamline Your Retirement by getting these 3 key parts right! 1) Tax-efficient withdrawal planning 2) Investment Planning 3) Tax Reduction Planning My name is Dave Zoller and I own Streamline Financial along with our team of retirement specialists. Streamline has been helping people retire for over 25 years and I've personally been working with clients for the last decade and a half. We can only work with a select number of clients so we created this channel to share what's working well for the families we help. We both know that RETIREMENT IS MORE THAN MONEY so you'll see the financial strategies along with the non-financial strategies to make sure this next stage is YOUR BEST YET! Disclosure-Securities offered through LaSalle St. Securities LLC (LSS), member FINRA/SIPC. Advisory services offered through LaSalle St. Investment Advisors LLC (LSIA), a Registered Investment Advisor. Streamline Financial Services is not affiliated with LSS or LSIA. LSS is affiliated with LSIA.
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Don and Mary are looking to retire at 63 and want to see what a reasonable withdrawal rate is, when to start social security, and what small tweaks can improve the success of their retirement plan. -Dave Zoller, CFP® ❤️[THE "DO IT YOURSELF" RETIREMENT PLAN] Achieve Your Successful & Secure Retirement WITHOUT A Financial Advisor https://www.davezoller.com/DIY-Retirement Subscribe to this channel here: https://bit.ly/Streamline-Youtube 👍 [ HAVE QUESTIONS ABOUT RETIREMENT? ] APPLY FOR A PRIVATE RETIREMENT STRATEGY CALL https://streamline.typeform.com/to/icE3eC ----------------------- POPULAR RETIREMENT VIDEOS 3 Must-Have Assets When Retirement Planning. https://youtu.be/ifykklPqqxg You Know You Can Retire When You Answer YES To These 4 Questions. https://youtu.be/iiHrW_HufBY 5 Things To Do 5 Years Before Retirement https://youtu.be/amOOCXDU91E The 3-Bucket Retirement Withdrawal Strategy https://youtu.be/kfmVvVX_uo4 How Much Do I Need To Retire? https://youtu.be/xiYAr52GK7A ----------------------- #retirement #howmuchtoretire #retirementplanning MUSIC: Sons and Daughters-Nickolas Jones Subway Dreams- Dan Henig 1. https://streamlineplanning.com or 2. https://davezoller.com/retirement Disclaimer: Since we don’t know your specific situation, none of this information should be construed as tax, legal, financial, insurance, financial advice, or other advice and may be outdated or inaccurate. It is your responsibility to verify all information yourself. This content is prepared for entertainment purposes only. If you need advice, please contact a qualified CPA, attorney, insurance agent, financial advisor, or the appropriate professional for the subject you would like help with. Streamline Financial Services, LLC or its members cannot be held liable for any use or misuse of this content. Affiliate Disclaimer: This post may include affiliate links where we may earn a payment when you click on the links at no additional cost to you. Disclosures: Securities offered through LaSalle St. Securities LLC (LSS), member FINRA/SIPC. Advisory services offered through LaSalle St. Investment Advisors LLC (LSIA), a Registered Investment Advisor. Streamline Financial Services is not affiliated with LSS or LSIA. LSS is affiliated with LSIA.
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