Do You Have at Least $1 Million in Tax-Deferred Investments?

A man looks at his calculator on his desk and makes a "why is that number so high?" gesture.

I once had a guy reach out to me who said, “Joe, I’ve been reading your book, watching your videos and reading your articles. I’m ready to trust your team with the $1 million in my 401(k) that I’ve saved over the last 30 years.”

This was a big moment for him, and he had done a great job up to this point. He was certainly ready to retire; he just needed a better plan to ensure he could enjoy retirement.