Retirement Options at 59+ - Planning with a $1 Million+ Portfolio

About this Event
Retiring at 59 sounds like the dream, but the tax code is designed to keep you working until 65. If you leave your corporate role early, you face three specific hurdles:

1. The Liquidity Gap (accessing money before 59½)
2. The Healthcare Gap (paying for insurance before Medicare) and
3. Sequence of Returns Risk.

You don't need a "budget"—you need a liquidity timeline.

Aly McFarlane (Partner at Wealthfolio Advisors) is a fiduciary who specializes in helping corporate professionals and executives transition out of the workforce early without depleting their nest egg.

We will cover:

• The Rollover Decision Window: Why the first 12–24 months after leaving work matter more than the next 10 years — and how early rollover decisions can permanently limit tax, income, and flexibility options if done incorrectly.

• The Healthcare Bridge: How to model healthcare costs from age 59 to 65 so your portfolio doesn't bleed out before Medicare kicks in.

• The Inflation Stress Test: Does your $1M+ portfolio survive if inflation stays at 4%? We look at the "Safe Withdrawal Rate" for a 35-year retirement (vs. the standard 20-year plan).

• The "Go-Go" Years: Why you should plan to spend more money in your first 5 years of retirement, not less.

Who is this for? This workshop is strictly for households with $1M+ in savings who are considering retiring before age 62.

Reserve your spot today.