About this document
Medicare Strategies for Early Retirement by Financial Sense is a document available to read on EtoBox.
Pete and Linda Ellis, ages 64 and 56 respectively, want to retire in 3-4 years. They have a moderate risk tolerance and seek income and capital preservation. Their current budget is $130,000 but retirement budget would be $127,000, leaving a $24,000 shortfall. Recommendations include delaying Medicare to reduce costs, funding major purchases before retiring, and adjusting investments to reduce risks and increase income from rental properties.
- Author
- Financial Sense
- Language
- EN