How Much Can You Spend With $2.5 Million In Retirement?

Free retirement training for people within 10 years of retirement and $1M+ saved. Watch “The Sequoia System Training” here: https://learn.rootfinancial.com/0ce92d=======================This is the question I get more than any other after 15 years of doing this: how much can you actually spend in retirement without running out of money? John and Tina are 60, sitting on two and a half million dollars, and ready to retire. They want to travel. They want to finally renovate the house. They just don't know if their portfolio can actually support it. This video is the exact numbers we ran for them, and what we found changed how much they thought they could spend. We're going to cover: - the withdrawal rate in year one that looks dangerously high, until you see what happens to it seven years later- why their tax bill was basically zero for the first few years of retirement, and the mistake that would have cost them thousands if we hadn't caught it- the extra $40,000 a year we found room for without touching their core lifestyle at all- the one risk that could unravel their entire plan in the first seven years, and how we stress tested for it- how we restructured their portfolio so a market crash doesn't force them to sell at the worst possible time--Advisory services are offered through Root Financial Partners, LLC, an SEC-registered investment adviser. This content is intended for informational and educational purposes only and should not be considered personalized investment, tax, or legal advice. Viewing this content does not create an advisory relationship. We do not provide tax preparation or legal services. Always consult an investment, tax or legal professional regarding your specific situation.The strategies, case studies, and examples discussed may not be suitable for everyone. They are hypothetical and for illustrative and educational purposes only. They do not reflect actual client results and are not guarantees of future performance. All investments involve risk, including the potential loss of principal.Comments reflect the views of individual users and do not necessarily represent the views of Root Financial. They are not verified, may not be accurate, and should not be considered testimonials or endorsementsParticipation in the Retirement Planning Academy or Early Retirement Academy does not create an advisory relationship with Root Financial. These programs are educational in nature and are not a substitute for personalized financial advice. Advisory services are offered only under a written agreement with Root Financial.Create Your Custom Strategy ⬇️Get Started Here.Join the new Root Collective HERE!