Hear from founder and president, Tim Doehrmann.
Tim presents a case study for a couple with $2.4 million in investments. Charlie is retired and Lucy is considering retirement. See how they can best prepare for retirement and continue their same lifestyle.
Tim provides an overview of healthcare options for those considering retirement before age 65, but concerned about medical expenses in retirement.
![[Video] Is $1 Million Enough to Retire at 65? Thumbnail](https://static.twentyoverten.com/5c4205e5a8b62a3061fa2074/nvRWXfIfOd7/is-1-million-enough.png)
Tim breaks down whether a $1 million nest egg is enough to retire on at age 65 in 2024. He discusses Social Security, Medicare, and strategies for withdrawing retirement income.
![[Video] Real Life Case Study Saving Over $1.7m in Retirement Taxes Thumbnail](https://static.twentyoverten.com/5c4205e5a8b62a3061fa2074/rnKCl4BO3FI/Screenshot-2023-12-27-155950.png)
Tim unveils a real-life case study of a couple worth $2.4 million. They were sitting on a "tax bomb" set to explode to over $1.7 million in taxes! Tim's strategy of Roth conversions and withdrawal planning could save them $2.2 million!
Tim discusses the taxation of Social Security income and highlights the provisional income formula. He also discusses how adjusted gross income can affect Medicare premiums.
Since we specialize in working with clients close to or in retirement, Medicare is often a topic of conversation and always a part of our planning process. Today, I am going to touch on some of the basics of Medicare.