Roth Conversion – Single, Age 62 with $1,500,000 of assets
carlsmith2021-01-12T16:07:23+00:00Roth Conversion: Single, Age 62 with $1,500,000 of assets This case illustrates the advantage
Social Security – Single, age 66 with $1,500,000 of assets
carlsmith2021-01-12T16:08:42+00:00Social Security Choice: Single, Age 66 with $1,500,000 of assets This case demonstrates
Social Security – Couple, Age 66 with $1,500,000 of assets
carlsmith2021-01-12T16:09:46+00:00Social Security Choices: Couple Age 66 with $1,500,000 of assets This case demonstrates
Social Security – Single, Age 62 with $500,000 of assets
carlsmith2021-01-12T16:10:56+00:00Social Security Choices: Single, Age 62 with $500,000 of assets This case demonstrates
Single, Age 62 with $1,000,000 assets & high medical expenses last two years
carlsmith2021-01-12T16:12:07+00:00High Medical Expenses : Single Person Age 62 with $1 Million of Financial
Single, Age 66 with $1,500,000 of assets
carlsmith2021-01-12T16:13:00+00:00Withdrawal Sequence: Single, Age 66 with $1,500,000 of assets This case demonstrates how
Single, Age 62 with $3,000,000 of assets
carlsmith2021-01-12T16:13:50+00:00Withdrawal Sequence: Single Person Age 62 with $3 Million of Financial Assets This
Couple, Age 62 with $1,500,000 in assets
carlsmith2021-01-12T16:14:44+00:00This case demonstrates the additional longevity that is possible by carefully managing the location