How to Retire 2 Years Earlier Than You Thought Possible If You Have Over $1 Million
Discover why traditional retirement projections may be overstating what you actually need, how the right tax strategy can make a dramatic difference, and how to avoid a single income threshold that could potentially cost you over $30,000 a year in health insurance premiums.
Tuesday, March 31 | 12 PM or 6 PM
Fill out the form to watch now:
People Helped Pursue Retirement
Years of Experience
*Forbes Best-In-State Awards
*Forbes Top Registered Investment Advisory Firm
Topics We'll Cover
Discover how these factors can help you retire sooner than you thought possible
The Flaw in Traditional Retirement Planning
Most income projections assume your spending goes up every year. But Bureau of Labor Statistics data tells a different story about how retirees actually spend as they age. This one insight alone can change when you are able to retire.
Tax-Smart Strategies Unique to Retirees
How organizing assets across tax-deferred, tax-free, and non-qualified buckets and placing the right investments in each can result in hundreds of thousands of dollars in tax savings without changing your risk tolerance at all.
Avoiding the ACA Premium Cliff
Earning just $1 over a specific income threshold can increase your annual health insurance premiums by more than $30,000. We will show you what steps to take now so you stay on the right side of that line before Medicare kicks in at 65.
Meet Your Speaker
Learn from a Forbes Best-In-State Wealth Advisor
Ty Bernicke, CFP® | President & CEO
Ty currently works with a limited number of clients who require wealth and/or investment management services. His research on investment management, retirement planning, and tax minimization strategies has been published or recognized by The Wall Street Journal, Forbes, The New York Times, Futures Magazine, and many other well-known national and international publications.