Retirement Income Strategy for 61 Year Old With $1,200,000 || Social Security & Roth IRA Conversion

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In this video I want to go through a Retirement Income Strategy for a 61 year old with $1,200,000 in retirement savings and retirement investments. In this retirement strategy, the couple is asking "Can I Retire", but also asking, "when should we collect our social security benefits," and "what about taxes?" Social Security benefits claiming strategies ([ Ссылка ]) are essential to anyone's retirement planning and need to be carefully planned out. TAXES are also a HUGE component to a retirement planning strategy and need even more attention than Social Security ([ Ссылка ]).

Retirement income 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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**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 813-807-5060 to go through your Retirement Income, Retirement Investments, or Retirement Plan in more detail.**

Pearl Wealth Group
Drew Blackston, CRC® & RFC®
Office: 813-807-5060
Info@pearlwealthgroup.com
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