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Retire at 60 with $2 Million

Is $2 Million in assets enough to retire at 60? In this video, I'll walk through a hypothetical couple and show you their spending and future social security benefits to see whether they can successfully retire at 60. How much do they need to withdraw from their portfolio to fund their after-tax spending needs? Will that withdrawal rate be too high? What if we change some of their investment or inflation assumptions? Hopefully this video gives you an idea of some of the factors you should be focusing on in projecting your potential retirement. Related videos: How Much to Save for Retirement:    • How Much to Save for Retirement: A Re...   How Much Money do you Need at Age 65:    • How Much Money Do you Need at 65?   Is the 4% Rule Still Good Today? _________________________________________ Learn more- Sophos Wealth Management: https://sophoswm.com/ Contact info: Email: [email protected] https://calendly.com/sophoswm/intro-call Linkedin:   / scottcaufieldcfacpa   Phone: (425) 954-6365

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