Kevin Lum - Search Videos

I'm 62 with 80% (401k, IRA, etc.). How Do I Minimize Taxes?

YouTubeKevin Lum, CFP®

I'm 62 with 80% (401k, IRA, etc.). How Do I Minimize Taxes?

Free Strategy Session https://www.foundryfinancial.org/retirement-assessment?utm_source=youtube&utm_medium=longform&utm_campaign=im-62-with-mostly-pretax-how-do-i-minimize-taxes&utm_content=description FREE Planning Software Access: https://foundryfinancial.typeform.com/rightcapital 00:00 Introduction 00:09 The Story of a Potential Client 01:05 ...

385.5K views7 months ago

Kevin Lum, CFP®: Most Viewed Videos

Average Retirement Savings by Age 60. Are You Ready to Retire?

Average Retirement Savings by Age 60. Are You Ready to Retire?

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Where Should You Pull Funds from First in Retirement?

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5 BIG Purchases Retirees (Almost) Always Regret!

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