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, October 27 | 12 PM or 7 PM
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1,500+
People Helped Pursue Retirement
40+
Years of Experience
9
Forbes Best-In-State Awards
2023
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
Many 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 may 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 can potentially 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 cited in The Wall Street Journal, Forbes, The New York Times, and Futures Magazine, among other national publications.
Ty Bernicke is a paying member of the Forbes Finance Council, which provides the opportunity to contribute articles to Forbes.