Roth Conversion Strategy for 60 Yr Old with $1,700,000 || Retirement Planning at 60 & Roth IRA

In this video, I want to look at a 60 year old individual asking the question, “What Is a good Roth conversion strategy” and "Can I Retire?" This is a unique retirement strategy because this soon to be retired person wants to look at IRA to Roth IRA conversion strategies as well as Retirement Income Strategies. We also need to examine Social Security Benefits and what happens if the stock market goes down early in his retirement.

Retirement income strategies, Roth conversion strategies and retirement income planning are two big pieces to anyones retirement planning calculator. Whether you are wanting to know strategies for "retirement planning at 30", "retirement planning at 40", "retirement planning at 50", or even "retirement planning at 60" understanding how much retirement income that you want versus how much you need gives you a roadmap to follow to and through retirement.

Here at Pearl Wealth Group, we run a trademarked retirement investment and retirement income plan for individuals and families who are wanting to retire called "Your Financial EKG™." What we are trying to visualize is how long a persons retirement savings are going to last throughout retirement. If you are looking for early retirement planning tips or trying to saving for retirement in your 50's, You Financial EKG™ is a great tool to help you understand where you are retirement planning. Retirement planning and retirement income strategies shouldn't be complicated. They should just be done right.

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**To schedule your virtual retirement and investment consultation with Drew, please select a day & time that works best for you: https://calendly.com/pearlwealthgroup... **

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❌ *Please make sure you talk with your CPA, Financial Advisor, Retirement Planner, or Investment Advisor Representative, before implementing any content from this channel. All videos are for informational and educational purposes only. None of the content, comments, responses, information, or any other item on this channel constitutes financial advice or recommendations. Please call Pearl Wealth Group at 8138075060 to go through your Retirement Income, Retirement Investments, or Retirement Plan in more detail.* ❌

Pearl Wealth Group
Drew Blackston, CRC® & RFC®
Office: 8138075060
[email protected]
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Getting you to Retirement, through Retirement, & protecting YOUR ability to stay in Retirement!

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