Mapping Out Your Retirement
This week we will look at:
- Working a little (or a lot) after 60 may become the norm. Do you really want to retire at 65?
- How much control will you have over your retirement transition?
- Our next Investment head to head battle: Two defense/aerospace companies – Lockheed Martin vs. Transdigm Group
- Which company is better from a financial and moral perspective? We go head to head and I declare a clear winner!
- My trade idea of the week: an exciting specialty pharmaceutical company that focuses on the injectable products market. It has found a winning formula by taking existing medicines and improving the results.
- Weekly Market Cheat Sheet: My weekly run down on top sectors of the economy, my favorite currencies, commodities, and countries you should consider for your investment dollars.
This week’s question comes from Tim… Tim just turned 60 and says he sees himself working at least another 5 years, but may keep working as long as he is healthy and able. He wants to know about a gradual retirement and how much he can take from his retirement accounts.
He says, “Jay my retirement accounts represent the bulk of my nest egg. Now that I’m over 59 ½ how much income can I take out and what factors should I consider if I want to stop working altogether?”
Listen Below to hear Jay’s Response:
Each and every week we tackle the world of finances so I can help you grow, protect, and share your wealth!
If you would like a review of your portfolio, whether you have IRAs, 401ks, Roths, or taxable investment accounts give me a call or email me for a FREE 30 minute review. Call me at 866-594-9919. For more information about our products and services check out wallstrenegade.com/products.