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A Pharmacist Wants to Retire at 55. How He Can Build a College Fund and Protect His Assets


Jerry Zee, a commander in the U.S. Public Health Service Commissioned Corps. where he works as a pharmacist, has spent his adult life doing the things grandparents and financial advisers tell people to do: He avoids credit-card debt, he maxes out contributions to the military equivalent of a 401(k) and he has contributed to a Roth IRA since age 20.

Now, Dr. Zee, 41, wants to set up a college fund and he wants to ensure that he is on track to retire at 55, at which point he’d like to spend his time volunteering at his church.



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