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Episode 71 – Things To Consider if You’re Offered an Early Retirement

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Manage episode 275621163 series 2375064
Content provided by Larry Heller. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Larry Heller or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Many people are being offered early retirement due to the global pandemic. But should you accept this offer?

In today’s episode, Larry Heller dives straight into the discussion about early retirement and factors to consider before you accept this, perhaps tempting, offer. He provides insightful and valuable information that will help you make a meaningful retirement decision.

In this episode, you will learn:

  • What to consider when you are offered early retirement
  • About early retirement specifics and severance packages
  • The benefits of early retirement
  • What will happen to your 401(k) plan if you retire early
  • What to know about social security and tax planning during early retirement
  • And more!

Tune in now for complete advice on what to consider before retiring early!

Resources: Heller Wealth Management: (631) 293-2806

  continue reading

101 episodes

Artwork
iconShare
 
Manage episode 275621163 series 2375064
Content provided by Larry Heller. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Larry Heller or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Many people are being offered early retirement due to the global pandemic. But should you accept this offer?

In today’s episode, Larry Heller dives straight into the discussion about early retirement and factors to consider before you accept this, perhaps tempting, offer. He provides insightful and valuable information that will help you make a meaningful retirement decision.

In this episode, you will learn:

  • What to consider when you are offered early retirement
  • About early retirement specifics and severance packages
  • The benefits of early retirement
  • What will happen to your 401(k) plan if you retire early
  • What to know about social security and tax planning during early retirement
  • And more!

Tune in now for complete advice on what to consider before retiring early!

Resources: Heller Wealth Management: (631) 293-2806

  continue reading

101 episodes

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