Lifetime Income Series: Retiring Early – How to Make It Work

Special Guest: Adam Sherry on Year-End Charitable Gifting

This week Jim and John cover the topic of early retirement, and offer strategies to make it work for the long term. Early retirement can be a voluntary decision, or in the case of a job lay-off, non-voluntary. Jim discusses critical age thresholds for IRA’s and Social Security benefits. They also go over steps that can be taken to prepare for early retirement, as well as different strategies to consider. Jim discusses the case study of Jim and Jan Waterman, explains why the Waterman’s would like to retire early, as well as illustrating some income strategies to make it work successfully in their situation. The guest this week is attorney Adam Sherry from the law firm of Anderson & Yocum. Adam and Jim discuss year-end charitable gifting strategies.

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