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John & Cara Wallace (Reprise)
John & Cara Wallace (Reprise)
John & Cara Wallace (Reprise)
Retirement Relocation
Managing taxes
Maximizing
retirement income
JOHN & CARA’S CURRENT BUDGET
✔ Essentials: $80,000
✔ Discretionary: $65,000
TOTAL: $145,000
John’s Salary: $116,000
Amy’s Salary: $60,000
Surplus: $31,000
JOHN & CARA’S RETIREMENT BUDGET
✔ Essentials: $70,000
✔ Discretionary: $60,000
TOTAL: $130,000
Non-Investment Assets
✔ Primary Residence: $375,000
Investment Assets
✔ Taxable Accounts: $725,000
Relocating in retirement Sell home in CA and buy home with cash in WY.
Creating a legacy for Use stretch IRA provisions and update their estate plans
children to WY.
Disclosures:
1. Bonds are subject to market and interest rate risk if sold prior to maturity.
Bond values will decline as interest rates rise and bonds are subject to
availability and change in price.
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