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Retirement Strategy At 59 with $1,500,000 (Taxes, Roth Conversions, & Income) episode artwork

EPISODE · Jan 17, 2024 · 23 MIN

Retirement Strategy At 59 with $1,500,000 (Taxes, Roth Conversions, & Income)

from Your Financial EKG™ | Retirement Planning | Investment and Wealth Management | Financial Planning · host Drew Blackston, Certified Retirement Counselor® Registered Financial Consultant®

Are you wondering, "Can I retire at 59?" Join us in this insightful video as we delve into a comprehensive retirement strategy for individuals with a nest egg of $1,500,000. In this discussion, we'll explore the crucial aspects of retirement planning, including tax considerations, Roth conversions, and income strategies. **Free Retirement Download: The Checklist to Retirement:** 📊https://pearlwealthgroup.com/ ❌ **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.** ❌

What this episode covers

Are you wondering, "Can I retire at 59?" Join us in this insightful video as we delve into a comprehensive retirement strategy for individuals with a nest egg of $1,500,000. In this discussion, we'll explore the crucial aspects of retirement planning, including tax considerations, Roth conversions, and income strategies. **Free Retirement Download: The Checklist to Retirement:** 📊https://pearlwealthgroup.com/ ❌ **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.** ❌

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Retirement Strategy At 59 with $1,500,000 (Taxes, Roth Conversions, & Income)

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Frequently Asked Questions

How long is this episode of Your Financial EKG™ | Retirement Planning | Investment and Wealth Management | Financial Planning?

This episode is 23 minutes long.

When was this Your Financial EKG™ | Retirement Planning | Investment and Wealth Management | Financial Planning episode published?

This episode was published on January 17, 2024.

What is this episode about?

Are you wondering, "Can I retire at 59?" Join us in this insightful video as we delve into a comprehensive retirement strategy for individuals with a nest egg of $1,500,000. In this discussion, we'll explore the crucial aspects of retirement...

Can I download this Your Financial EKG™ | Retirement Planning | Investment and Wealth Management | Financial Planning episode?

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