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David H. Young's Discussions
Retirement checklist
Considerations when planning for retirement • Income planning & inflation • Extra Income needs (second home, travel, illness…) • Investments that will provide lasting income • Pension - include…
Started Oct 22
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Would you like to compare your payments to some alternative investments (assuming you have a lump sum option) ? I live in the Dallas area, feel free to call if interested in alternative investments. David Young (Financial Advisor) 214 551-5539
Hope…
Considerations when planning for retirement
• Income planning & inflation
• Extra Income needs (second home, travel, illness…)
• Investments that will provide lasting income
• Pension - include spouse (if desired)
• Accounts for Short, Mid and Long…
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Profile Information
- About Me:
- Age 53 Married 18 years Financial Advisor in North Texas (Dallas area) plan to work as long as I am able, enjoy family, golf, retirement planning for my clients
- When do you plan to retire?
- 62 semi retire
- What do you plan to do when you retire or what are you doing in retirement?
- In 9 years, I plan to play golf twice a week vs. once, more time with grandkids and continue working for my clients. I enjoy keeping up with the market and retirement planning for others
David H. Young's Blog
Retirement planning checklist
Considerations when planning for retirement
• Income planning & inflation
• Extra Income needs (second home, travel, illness…)
• Investments that will provide lasting income
• Pension - include spouse (if desired)
• Accounts for Short, Mid and Long term needs with appropriate investments in each
• Tax efficient wealth transfer plans (if desired) pass to the next generation or charity
• Appropriate asset allocation with investments
• Roth IRA conversion if advantageous to the individual (see… Continue
• Income planning & inflation
• Extra Income needs (second home, travel, illness…)
• Investments that will provide lasting income
• Pension - include spouse (if desired)
• Accounts for Short, Mid and Long term needs with appropriate investments in each
• Tax efficient wealth transfer plans (if desired) pass to the next generation or charity
• Appropriate asset allocation with investments
• Roth IRA conversion if advantageous to the individual (see… Continue
Posted on October 22, 2009 at 3:28pm —
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