A Worthwhile "Retirement"

How can I access retirement funds before I turn 59.5? One method, the Rule of 55, is a way of accessing your 401k funds if you've left that employer in the year that you're turning 55 or older.

Roth Conversions have the potential to be one of the biggest tax savers over the course of a lifetime. Here's a quick 5-min video as an example: https://youtu.be/koNln0BnMvU?si=wThPiD4ToUJMOsiq

What if our use of material resources could make the difference of eternal life vs eternal death?

Making money is great. Knowing what to do with it is better.

When it comes to church contribution, here are 3 problems that QCDs can help solve: Prevents unnecessary taxation on Social Security benefits. Prevents Medicare premium increases for Part B and D. Allows you to take advantage of the standard deduction. Formula for Social Security taxation: https://www.ssa.gov/benefits/retirement/planner/taxes.html#:~:text=*%20Your%20adjusted%20gross%20income%0A%2B...

How much can I withdraw from my investment portfolio in retirement each year? Let's take a look at the "4% Rule" and what Dave Ramsey had to say about it. Fair warning, this video is a little hard to watch: https://www.youtube.com/live/Xg4Z8EQY3Ao?feature=shared&t=4403

What does it mean for retirement to be "worthwhile"? What can we do to make that happen?