If You're 55, This Is the Exact Retirement Plan I'd Use to Retire by 60

Take control of your retirement. Schedule your free discovery call: https://go.clarkgroupam.com/3bea7db8 Before You Retire, Make These 9 Moves and Tell No One (video referenced):    • Before You Retire, Make These 9 Moves and ...   If you want to retire at 60, the work that makes it possible doesn't happen at 60. It happens in the five years before it. Most advice aimed at people in their 50s is accumulation advice — max the 401(k), pay off the house, hit your number. But your number doesn't tell you where the paycheck comes from, what you hand the IRS getting there, or what any of it is for. In this video, I walk through the exact five-year retirement plan I'd build if I were 55 today and wanted to be fully retired at 60 — the way I actually build it for high net worth families making this transition, one year at a time. 55 is the measurement year. 56 is the funding year. 57 restructures the portfolio for income instead of accumulation. 58 designs the tax strategy around the best tax window of your adult life — the years between your last paycheck and your first RMD. And 59 proves the whole thing works before you bet your career on it, so 60 arrives as a finished plan instead of a hopeful guess. Along the way: Roth conversions sized to fill brackets, the Medicare IRMAA lookback nobody sees coming, health insurance before 65, why the 4% rule isn't a plan, and the failure I see most often in good savers — which isn't running out of money. #retirementplanning #retireearly #rothconversion #socialsecurity #highnetworth #taxplanning #earlyretirement