How to Retire Early | Phil Town

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Retirement planning can be tricky, but it’s entirely possible to have enough money to retire early, you just have to be smart and disciplined with your money. In this video, I want to give you a few tips that will help you retire before 65 and live comfortably.

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Unprecedented Roth IRA Conversion Opportunity in 2010

On January 1, 2010, nearly $1.4 trillion of retirement assets will immediately become eligible to be converted to a Roth IRA. Thanks to the Tax Increase Prevention and Reconciliation Act of 2005 (“TIPRA”), higher income individuals will be able to take advantage of a conversion opportunity once limited to those taxpayers with an adjusted gross income less than $100,000.

401K Transfer

A 401K transfer can be done under a limited number of circumstances, but there are a lot of rules that need to be considered to keep your savings safe. You’re only offered the opportunity to move your account immediately after you leave a job, often within 30 days, or when you turn 59 years and 6 months old, or when you retire.

What’s Great About a 401k?

There are some nice advantages to using a 401k for your investments. First, some employers match your contributions. For example, a company may match half of what you put in.

The Next Generation 401k Plan is on the Horizon For 2010

Beginning in 2010, businesses with fewer than 500 employees will be able to offer their employees a new retirement plan, called the DB(k). The Kiplinger Business Resource Center offers a synopsis of the new plan, and forecasts that it will quickly pick up steam as the economy recovers and the competition for good workers increases.

IRA Rollover Chart Rules

In simple terms, a rollover is a method of moving money from one type of retirement plan to another. This can be done without paying taxes or penalties. There are two ways to complete a rollover: indirectly and directly.

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