3 Buckets of Money During Retirement
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- เผยแพร่เมื่อ 9 ก.ย. 2024
- 3 Buckets of Money in Retirement and using them to your advantage can potentially get you into the zero percent tax bracket in retirement!
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Informative video. As it ends, that is his segway into Indexed Life Insurance solutions that can be good for some people, but watch out for the outrageous amount of upfront fees charged during the first few years after policy issue.
Right you are!
Good info and simplified. Thank you
been retired 10 years and never had any buckets. you guys make this stuff too complicated.
Stock market has gone straight up for last 10 years. You retired in a lucky timeframe and it bailed you out of a (likely) poor strategy. Congrats on good timing. Better to be lucky than good 👍
Good thing you didn’t retire in 2000. Would probably have had to go back to work if you had no safety built into your plans
You make an excellent point about timing. My thing is too many people try to retire on shoestring budgets or just enough money so everything has to go right.I also don't like it when financial planning is made to seem complex when it's actually very simple. retire with enough money so you never touch the principal or just keep working. I know that's difficult in a low rate environment to retirement is a luxury not a guarantee in my opinion
Liked your video, Sir. I thought it was filmed very well, was concise and informative. Thank you.
What I didn’t hear was what happens if you have a defined benefits retirement of say 50k per year and quite a bit of cash in the bank?
When talking about the deferred bucket withdrawal, are you referring to the standard deduction of filing single or filing married to not exceed the yearly withdrawal? Thank you
Sir,
In Canada, what are the Asset Mgmt. Companies or Fund house available, to purchase Direct Index Funds (without distributor commision) ?
Can you suggest some Index Funds also for a Canadian ?
Regards.
Never get married as well.
Marry a woman who makes a lot of money & doesn’t spend !!
Biggest mistake I made that was costly. Courts are anti-men so never NEVER get married.
I wouldn’t trade anything for my wife of 22 years!
@@rayhitt5564 how about some Pokémon cards 😀😄
@@2Greenlid I have never seen one of those.
Too simple
Do u really need a tax deferred retirement account. I'm in my 30s and from the beginning I been investing in my roth. I dont see much reason to get a traditional 401k. And I dont make a lot of money. So I'm not even hitting my $6000 maximum contribution in my roth. So I dont see any reason to get a 401k. Anybody have an opinion
the Roth is an outstanding option by paying the taxes now as opposed to deferring them to a later date while we are still in some of the lowest tax brackets in the history of our country!
So this is how the billionaires pay less taxes than their maids..
It’s called being smart!
@@2Greenlid it's CALLED RIGGING THE SYSTEM IN YOUR FAVOR.
@@lonniejackson5733 No it's perfectly within the law. No rigging required. Why the hell would you want to pay taxes on money YOU'VE ALREADY PAID TAXES ON TO RECEIVE IN THE FIRST PLACE? Taxation is theft.
@@ultimatematty If you don't think the taxe codes aren't rigged in the favor of the rich, you are lost. Jeff Bezos annual income in 2020 was 81K and he also recieved the child tax credit payment from his taxes.
@@lonniejackson5733 $80k is his base salary for his job. 🙄 He took no bonuses and no stock options because of the pandemic to help the rest of the Amazon staff because COVID had just hit.
You're literally pissed off he didn't pay his tax bill on a normal year when he took as little money as Amazon would give him for the sake of the rest of the company.... The guy donated millions of dollars essentially and you're mad about it. Stop being jealous and envious and get off your ass and go make your future instead of bitching that other people have more than you.