The Month You Retire Matters. Here's Why.

Want to know your ideal retirement month? Click here to let us know about your unique situation and get a free retirement review from us! $500,000 investable asset minimum applies: https://link.thenoblegroup.com/Ce5a When we usually think about retiring, it typically revolves around an age or a year, right? Maybe you’d answer the retirement question with, “in a few years,” or “when I’m 65 years old.” But there’s one question often overlooked by soon-to-be-retirees because it’s rarely asked: “What month are you going to retire?” Now, is this a question that actually needs an answer? How important is retirement month in reality? In this video, Josh Palmer, Director of Financial Planning with The Noble Group and a CERTIFIED FINANCIAL PLANNER™ professional, will help you answer this question, and explain what you need to be thinking about when making your retirement decision. Video Chapters: 0:00 Retirement as an age milestone 1:03 Understanding your retirement year 1:41 The income stack 3:39 Social Security taxation 4:43 Social Security timing 5:10 Medicare/IRMAA 6:25 Roth conversions 7:12 Sequence of returns risk 7:56 Healthcare 8:22 Pensions 8:49 The emotional side 9:47 What month should you choose? More ways to reach us: Phone: (832) 886-5115 Email: education@thenoblegroup.com Website: https://www.thenoblegroup.com/ Facebook:   / thenoblegroup1   LinkedIn:   / the-noble-group   #Retirement #RetirementPlanning #RetirementMonth #TheNobleGroup Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC. ART Tracking: 831606