In this discussion, Charles, a computer programmer seeking retirement advice, explores his goal of retiring at 62. He shares details about his wife's $80,000 pension and health coverage, emphasizing their financial strengths. They dive into his income, expenses, and Social Security benefits while unpacking his retirement accounts and properties. Jill suggests a strategy for using an inherited IRA to bridge the gap before retirement. With a solid cash buildup plan in place, Jill concludes that Charles is on track to retire in just over two years!
