Latest / TaylorMade Retirement with Taylor Demars, CFP®
5 Reasons To Retire Before 62 With $3.2M in a 401(k)
Can you really retire before 62 with $3.2 million in a 401(k)? Taylor walks you through a real client case study where a couple with $3.2M chose a retirement plan that scored lower, projected less money — and gave them a better retirement than the "slam dunk" plan their previous advisor built.
He'll show you why a 94% Monte Carlo score might actually be working against you, what "Tax-Induced Hesitation" is and how it quietly shrinks the retirement you saved for, and the Roth conversion window that closes every year you keep working.
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The skinny
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