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Roth Conversion Strategy at 53 with $1,100,000 in Retirement Savings episode artwork

EPISODE · Feb 21, 2024 · 16 MIN

Roth Conversion Strategy at 53 with $1,100,000 in Retirement Savings

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

In this retirement video, we delve into a strategic approach to Roth conversions for individuals who find themselves at the ripe age of 53 with a retirement nest egg of $1,100,000 in retirement savings. **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

In this retirement video, we delve into a strategic approach to Roth conversions for individuals who find themselves at the ripe age of 53 with a retirement nest egg of $1,100,000 in retirement savings. **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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Roth Conversion Strategy at 53 with $1,100,000 in Retirement Savings

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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 16 minutes long.

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

This episode was published on February 21, 2024.

What is this episode about?

In this retirement video, we delve into a strategic approach to Roth conversions for individuals who find themselves at the ripe age of 53 with a retirement nest egg of $1,100,000 in retirement savings. **Free Retirement Download: The Checklist to...

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

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