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Maximize Your Early Retirement: Should You Save to 401k or Brokerage Accounts?

Typical retirement strategies assume a retirement age of over 60. With an earlier retirement goal, a careful look is required to determine what strategies will create the best outcome. James responds to a listener’s question about where to invest as he anticipates an early retirement. James walks through the steps of Root’s Sequoia System to explore options for early retirement scenarios. Questions Answered: How does early retirement impact traditional retirement planning strategies, such as the 4% rule? When deciding between retirement accounts (e.g., 401k) or brokerage accounts for pre-60 funds in early retirement, what factors should be considered? ======================= Learn the tips & strategies to get the most out of life with your money. Get started today → https://www.rootfinancialpartners.com/ Get access to the retirement software I use in this video and more → https://retirement-planning-academy.m... 🔔 Make sure to subscribe here to be notified for future videos!    / @rootfp   _ _ 👥 Make sure to connect with us on all socials below → https://beacons.ai/rootfinancialpartners ⏱Timestamps:⏱ 0:00 - Question about early retirement 2:21 - Is early retirement possible? 3:30 - Why the 4% rule doesn’t apply 6:08 - Assessment of Juan’s situation 8:11 - The Sequoia system Step 1 - purpose 10:16 - Step 2 - retirement income 12:49 - Relying on SS benefit? 14:09 - Withdrawal strategy 15:32 - Sourcing funds from age 50-59 17:20 - Brokerage vs 401K 20:22 - A part-time income scenario 23:04 - Consider how expenses might change 25:14 - Step 3 - investment planning 28:09 - Steps 4 & 5- taxes and protection Other videos we think you'll like: About Root:    • Financial advisors with heart.   Worried about retirement? Start here:    • Worried About Retirement..Start With ...