filmov
tv
My Early Retirement Fund - Possible Exit Routes | Financial Freedom Journey | FIRE UK
Показать описание
#FinancialFreedomJourney #PersonalFinance #FIREUK
In this video I'm taking a look at possible F.I.R.E. exit routes (no pun intended). My Financial Freedom journey is very much still happening but let's see how I could withdraw my Vanguard SIPP and S&S ISA early retirement funds.
00:00 - Intro
00:44 - Exit strategy - what do I mean by that (in relation to my F.I.R.E Journey)?
01:50 - Assumptions: 50 years old, F.I.R.E. achieved, the year is now
02:28 - How my investments are split (Vanguard SIPP and S&S ISA). When can I start withdrawing money from my SIPP?
03:23 - My F.I.R.E. Exit Route 1
05:16 - My F.I.R.E. Exit Route 2
06:00 - Calculations, safe withdrawal rates, annual income - pre-pension period - ages 50 to 56 years old.
07:24 - Calculations, safe withdrawal rates, annual income - pension period - ages 56 to 58 years old
08:44 - Calculations, safe withdrawal rates, annual income - pension period - ages 58 to 66 years old. How much money can I withdraw from my SIPP tax-free?
09:44 - Calculations, safe withdrawal rates, annual income - pension period - 66 years old and beyond
10:02 - Fees, adjusting for inflation etc.
10:46 - Possible other F.I.R.E. exit options
11:14 - Outro
_________________________________________________
MY WEBSITE:
_________________________________________________
THE FINANCE APPS I USE:
Vanguard:
Invest Engine (Get a Welcome Bonus of up to £50 when you invest at least £100 with InvestEngine. Ts&Cs apply):
Trading 212 (Get a free share worth up to £100):
Monzo banking app (get £5 welcome bonus):
_________________________________________________
PS: Some of the links in this description are affiliate links that I get a small 'thank you' from, to help fund this channel. It also means you can get great deals with my affiliate partners.
_________________________________________________
ABOUT THIS VIDEO:
Vanguard Exit Strategy, My SIPP and S&S ISA Exit Routes, Investing, FIRE Journey UK, Passive Fund Investing, How I Could Withdraw My Early Retirement Fund, How To Plan Out Pension Payments, ISA And SIPP For Tax-Efficient Retirement, Lump Sum Investing, Investing UK, Personal Finance, Financial Freedom, Safe Withdrawal Rates For Pension UK, When Can I Start Withdrawing Money From My SIPP, Hassle-free investing, Money Facts, UK Personal Finance, Women Investors UK, All The Honeys
#PersonalFinance #UKFinancialEducation #PassiveInvesting
In this video I'm taking a look at possible F.I.R.E. exit routes (no pun intended). My Financial Freedom journey is very much still happening but let's see how I could withdraw my Vanguard SIPP and S&S ISA early retirement funds.
00:00 - Intro
00:44 - Exit strategy - what do I mean by that (in relation to my F.I.R.E Journey)?
01:50 - Assumptions: 50 years old, F.I.R.E. achieved, the year is now
02:28 - How my investments are split (Vanguard SIPP and S&S ISA). When can I start withdrawing money from my SIPP?
03:23 - My F.I.R.E. Exit Route 1
05:16 - My F.I.R.E. Exit Route 2
06:00 - Calculations, safe withdrawal rates, annual income - pre-pension period - ages 50 to 56 years old.
07:24 - Calculations, safe withdrawal rates, annual income - pension period - ages 56 to 58 years old
08:44 - Calculations, safe withdrawal rates, annual income - pension period - ages 58 to 66 years old. How much money can I withdraw from my SIPP tax-free?
09:44 - Calculations, safe withdrawal rates, annual income - pension period - 66 years old and beyond
10:02 - Fees, adjusting for inflation etc.
10:46 - Possible other F.I.R.E. exit options
11:14 - Outro
_________________________________________________
MY WEBSITE:
_________________________________________________
THE FINANCE APPS I USE:
Vanguard:
Invest Engine (Get a Welcome Bonus of up to £50 when you invest at least £100 with InvestEngine. Ts&Cs apply):
Trading 212 (Get a free share worth up to £100):
Monzo banking app (get £5 welcome bonus):
_________________________________________________
PS: Some of the links in this description are affiliate links that I get a small 'thank you' from, to help fund this channel. It also means you can get great deals with my affiliate partners.
_________________________________________________
ABOUT THIS VIDEO:
Vanguard Exit Strategy, My SIPP and S&S ISA Exit Routes, Investing, FIRE Journey UK, Passive Fund Investing, How I Could Withdraw My Early Retirement Fund, How To Plan Out Pension Payments, ISA And SIPP For Tax-Efficient Retirement, Lump Sum Investing, Investing UK, Personal Finance, Financial Freedom, Safe Withdrawal Rates For Pension UK, When Can I Start Withdrawing Money From My SIPP, Hassle-free investing, Money Facts, UK Personal Finance, Women Investors UK, All The Honeys
#PersonalFinance #UKFinancialEducation #PassiveInvesting