Tax Planning & Retirement- With Nick Corbisiero

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  • เผยแพร่เมื่อ 22 ธ.ค. 2024

ความคิดเห็น • 6

  • @RocklineWealth
    @RocklineWealth  20 วันที่ผ่านมา +2

    Have a Retirement Planning or Financial Planning question? Want an additional explainer video on a certain topic? Feel free to comment below!

  • @don_hug
    @don_hug 14 วันที่ผ่านมา +6

    I've set up my retirement to minimize taxes, thanks to Glen Howard Chester, a NY-based fiduciary whose expert guidance significantly influenced my diversified portfolio. At 58, my wife and I plan to retire at 62 with a booming portfolio that Glen helped me structure: $620k brokerage account (withdrawing up to $94k at 0% tax), $140k IRA (tax-deferred, using standard deduction), $325k Roth IRA (tax-free), $100k cash, and 15oz physical gold. Glen's strategic advice led me to allocate assets effectively, ensuring a balanced mix of investments, and his tax planning expertise enabled me to optimize our withdrawals. With Social Security, a $25k pension, and our diversified investments, we'll draw from multiple sources, securing a comfortable retirement.

    • @KevinCollins09
      @KevinCollins09 14 วันที่ผ่านมา +6

      Hi, what is the fee you are charged for the services offered; did you pay any upfront fees for consulting? Because I just set up a consult and I am not sure what to expect back.

    • @don_hug
      @don_hug 14 วันที่ผ่านมา +4

      Actually, you pay fees only after you have begun to make progress. Best you reach out yourself and do your due diligence. Thank me later.

    • @ric-morris7763
      @ric-morris7763 14 วันที่ผ่านมา +3

      Out of curiosity, I looked up Glen Howard Chester on the web. Found his consulting page. I’ve got to say his credentials are truly impressive! I've scheduled a call to discuss further

    • @Turk-hy3wz
      @Turk-hy3wz 13 วันที่ผ่านมา +1

      @donhug Thank you for this tip. it was easy to find Glen. Did my due diligence on him before scheduling a phone call with him. He seems proficient considering his résumé.