Retiring with $10 Million: How to Outsmart Estate Taxes and Preserve Your Wealth Longer

[@billhogan8122]

Excellent overview! Thank you! Might just take a trip down for a chat.

[@drewyoung2102]

Double DINKS on W2s you would need to have a chain of rental properties. This is trust fund babies and best of small business owners. All doable if primary goal I guess

[@OakHarvestFinancialGroup]

Thanks for watching Drew! It's actually much more possible than you think :) Take care.

[@M22Research]

Normally really enjoy and learn from the content on this channel… but the inclusion of “$10 million” in the title demonstrated this particular video is targeted at an exceptionally limited group of retirees. In fact, one wonders whether a single one of them will ever see this content?

[@andrewroth9175]

10 million is not that much a reach if you have 3 or 4 million in net worth at say 60. It could very well grow to 10 million in 20 to 25 years. This is good information to know.

[@M22Research]

Exactly, $3-4 million at age sixty is a rarity. And the folks who are in that turf are very likely already in a % of assets financial advisor relationship, blindly content, and blissfully unaware.

[@tylercampbell6058]

I enjoyed the content. Depending on what the laws are on estate tax lifetime exemptions when I pass (hopefully 40 years from now) this may be something to plan ahead for.

[@andrewroth9175]

I self manage my accounts, wife and I made about 130,000 between us, raised 3 kids. We Maxed our retirement accounts for 20 years. I disagree with you, you can easily amass 3 to 4 million, with good saving and average investment returns. I’m living proof.

[@M22Research]

@@andrewroth9175 ‘congrats, the exception, as the retirement study data shows. Look at the video content that this firm and others have focused on - typically doing “I’ve saved $1 million ($2 mil max), I’m 62…”. They know no YT channel would grow by targeting the $10 mil demographic. My mother is with advisors who have a $5 mil floor - her total is far, far under that but her advisors didn’t used to have that limit. I know her advisors well - all of their clients are very much hands off and only focused on returns. % of assets under management advisors love these big accounts and don’t typically discount the typical 1% fee commensurately in lock step with larger balances. Big balances are a double win - higher fee at due to the size and not a commensurately higher effort to manage. Perhaps this Video is fishing for these new clients.

[@eIonmusk542]

Lol if you only have $10 million saved for retirement you aren’t paying any estate taxes. Be for real man

[@OakHarvestFinancialGroup]

Hi Max! Actually, I'm not sure if you had a chance to watch the video but it mentions quite a bit of things you'll want to think about and plan for at that level, including estate taxes. These are things that we've seen many of our clients have to work through in our 10+ years of being in the business. Let us know if you have any questions about it!