Today I am going to go through a case study to show you what your options are if you’re 60 years old, a single household, and have about $1.6 million saved for retirement.

What you’re going to learn in this video is some of the options and levers that we pulled to help this individual see what they could reasonably expect to spend in retirement and how to do so in a way that will help them get the most out of their life with the money they had saved and also save on their lifetime tax bill.

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This does not constitute an investment recommendation. Investing involves risk. Past performance is no guarantee of future results. Consult your financial advisor for what is appropriate for you. Disclosures: https://onedegreeadvisors.com/solutions/#disclosures