Let me share a fascinating retirement case study about a couple (59M & 56F) in tech & healthcare with $2.5M saved. They wanted to know: 1) Can they retire? 2) How to handle their tax situation with $2.1M in pre-tax accounts?

This is for educational purposes only and not meant to be financial advice

Today I want to share an fascinating case study about a couple (46M & 45F) who hired me for a one time retirement plan to help them retire at 50. They have:

- $2M in savings
- 14yo daughter with Ivy League aspirations
- Pension & Social Security benefits
- Goal: $100k annual spending