This $400K Roth Strategy at 55 Might Change Your Retirement скачать в хорошем качестве

This $400K Roth Strategy at 55 Might Change Your Retirement

This $400K Roth Strategy at 55 Might Change Your Retirement **Schedule your free virtual consultation, click here: https://pearlwealthgroup.com/contact/ or use our calendar link: https://calendly.com/pearlwealthgroup... ** **Buy My Book: Can I Really Retire https://www.amazon.com/shop/drewblack... ** If you're 55 years old with around $400,000 saved for retirement, a Roth IRA conversion could be a game-changer for your retirement future. In this retirement video, we break down a smart, tax-efficient Roth conversion retirement strategy specifically designed for pre-retirees in their mid-50s. Learn how to potentially reduce your future retirement tax burden, increase tax-free retirement income in retirement, and avoid costly retirement mistakes. ✅ Topics Covered: When and why to consider a Roth conversion at 55 How a $400K portfolio fits into this retirement strategy Tax implications and how to avoid big retirement conversion mistakes Planning for RMDs, Social Security, and Medicare Real-life retirement scenarios and retirement income planning tips **Visit our Store for Retirement Resources: https://www.amazon.com/shop/drewblack... ** *Free Retirement Download: The Checklist to Retirement:* 📊 https://pearlwealthgroup.com/ ** 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 AND what retirement pitfalls do you need to be aware of. If you are looking for retirement planning strategies, early retirement planning tops or trying to save more for retirement, a Your Financial EKG™ is a great tool to help you understand where you are in your retirement planning journey. Retirement planning and retirement income strategies shouldn't be complicated. They should just be done right. **Connect with us on Facebook:   / pearlwealthgroup   ** 👍 **Follow me on LinkedIn:   / drewblackston   🙌 ❌ *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 3905 Tampa Road Unit 26 Oldsmar FL 34677 Info@pearlwealthgroup.com https://pearlwealthgroup.com/ Getting you to Retirement, through Retirement, & protecting YOUR ability to stay in Retirement! #retirementplanning #retirement #financialfreedom