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

Retirement Income Strategy for 61 Year Old With $1,200,000 || Social Security & Roth IRA ConversionIn 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 (https://amzn.to/3pnm62l) 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 (https://amzn.to/32kmvdo). 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. Click Here For More Retirement Planning Videos: https://bit.ly/3wH3mgb**Free Retirement Download: The Roadmap to Retirement:**https://yourfinancialekg.com/#download**To schedule your virtual retirement and investment consultation with Drew, please select a day & time that works best for you: https://calendly.com/pearlwealthgroup/discoverycall ****Enroll in the "Your Financial EKG, Can I Retire" Course: https://bit.ly/3GsG40Y ****Visit our Website: 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. Please call me at 813-807-5060 to go through your Retirement Income, Retirement Investments, or Retirement Plan in more detail.**Retirement & Financial Planning Resources:-Have You Ever Been Bitten by an Elephant?: The Definitive Guide for Retiring Well by David & Drew Blackston: https://amzn.to/3pnm62l-Retirement Planning Guidebook by Wade Pfau: https://amzn.to/3FqxMpI-Common Sense Investing by Jack Bogle: https://amzn.to/3H1Gn3p-The Intelligent Investor by Benjamin Graham: https://amzn.to/3mpNDyd-A Beginner's Guide to the Stock Market: Everything You Need to Start Making Money Today by Matthew Kratter: https://amzn.to/3qmkHtk-The Blessed Life by Robert Morris: https://amzn.to/3Ehxq4f-Total Money Makeover By Dave Ramsey: https://amzn.to/3szoLrW-Retirement Savings Time Bomb by Ed Slott: https://amzn.to/32kmvdoOther videos you might like:Can I Retire at 55 with $2,000,000 : https://youtu.be/LJ6CHK7hAZk401k Contribution Limits for 2022: https://youtu.be/yDKOk-I8HL8How to calculate YOUR retirement income: https://youtu.be/jUQytd4qAjgAverage Retirement Savings Balance by Age & Race: https://youtu.be/ZS7UMVvWs9EPearl Wealth GroupDrew Blackston, CRC® & RFC®Office: 813-807-5060Info@pearlwealthgroup.comhttps://pearlwealthgroup.com/Getting you to Retirement, through Retirement, & protecting YOUR ability to stay in Retirement!Tools Used To Create Video:-TubeBuddy Keyword Research: https://www.tubebuddy.com/YourFinancialEKG-Camera: https://amzn.to/3FkmIey-Computer: https://amzn.to/3todsmx-Glass Board: https://amzn.to/3FdGKYe-Calculator: https://amzn.to/3nlUqJG-Microphone: https://amzn.to/3xWtdQpDISCLAIMER: Links included in this description might be affiliate links. If you purchase a product or service with the links that I provide I may receive a small commission. There is no additional charge to you! Thank you for supporting my channel so I can continue to provide you with free content each week!#retirementplanning #retirement #financialfreedom

-------------------Buy CA Bhakt Courses Through whatsapp - 8602022836Subscribe To Our Other YouTube Channels:-Hardik Mishra ( Vlogging channel )https://www.youtube.com/channel/UCcGJjSpFCcmYzMaw7VPvqXQ---------------------INSTAGRAM : @cabhakt1607https://www.instagram.com/cabhakt1607/ LINKEDIN : @hardikmishrahttps://in.linkedin.com/in/hardik-mishraTELEGRAM: @cabhakthttps://t.me/cabhaktWEBSITE: @cabhakthttps://cabhakt.in/APP: @cabhaktsearch CA bhakt on PlaystoreSome Important PlaylistsPRODUCTIVITY PLAYLISThttps://youtube.com/playlist?list=PLtbz14y0ermZbhYthQ5HHRDA4dKmlPDpwCMA FOUNDATION MATHS FULL SYLLABUShttps://youtube.com/playlist?list=PLtbz14y0ermbLIse6OQeUbOHrJKyf4JJ1CMA FOUNDATION STATS FULL SYLLABUShttps://youtube.com/playlist?list=PLtbz14y0ermbpO4-mwY1e6IWGi32SRFcrCMA FOUNDATION COST FULL SYLLABUShttps://youtube.com/playlist?list=PLtbz14y0ermZDD01dzVIYjJZE-uOTVPRlCMA FOUNDATION ACCOUNTS FULL SYLLABUShttps://youtube.com/playlist?list=PLtbz14y0ermY623tKN66cLNByY9RbgodbCMA FOUNDATION LAW FULL SYLLABUShttps://youtube.com/playlist?list=PLtbz14y0ermbnFOBCYQJWG9x7DiFocvpqCMA FOUNDATION ETHICS FULL SYLLABUShttps://youtube.com/playlist?list=PLtbz14y0ermYJqGnW-iM9lkdKcZw9J7kzCMA FOUNDATION MANAGEMENT FULL SYLLABUShttps://youtube.com/playlist?list=PLtbz14y0ermZ2TVfmD5kfT3NHsDvWE2RfCMA FOUNDATION ECONOMICS FULL SYLLABUShttps://youtube.com/playlist?list=PLtbz14y0ermZIoO73ihY76zgx_laLOf7fCMA FOUNDATION LAW REVISIONhttps://youtube.com/playlist?list=PLtbz14y0ermZ7RtaJr0xOsoBswKcq3lqJCMA FOUNDATION LAW MCQ'shttps://youtube.com/playlist?list=PLtbz14y0ermZVKtMgsKAkuAk39qm--FE-CMA FOUNDATION MCQ SERIEShttps://youtube.com/playlist?list=PLtbz14y0ermYbenxxJSLJfBVE39eEU1p7CMA FOUNDATION MEGA REVISONhttps://youtube.com/playlist?list=PLtbz14y0ermYX1PEvcKgdvv50PpCcW2c3CMA INTER COST ACCOUNTING FASTRACKhttps://youtube.com/playlist?list=PLtbz14y0ermZsLMoRWlckA9lYdb1JFQXRCMA INTER ACCOUNTS REVISIONhttps://youtube.com/playlist?list=PLtbz14y0ermbqvQa8sfJ2KrzuQ2ZuoVjOCMA FOUNDATION STATISTICS COMPLETE THEORYhttps://youtube.com/playlist?list=PLtbz14y0ermYN-i_H6c1RWYx1VJuYNcQfCA FOUNDATION MATHShttps://youtube.com/playlist?list=PLtbz14y0ermYjemJQH5ZRRoUy2H8t39tFMOTIVATIONAL PLAYLISThttps://youtube.com/playlist?list=PLtbz14y0ermZ72Tb2VpkJ1fZlB_567KDqABOUT :I love to teach and spread knowledge which i have as you know "gyan batne se badhta hai" so Subscribe to my channel I am currently in CA FINAL and B.com (Hons) from guru ghasidas university.CA bhakt is an youtube channel which provided free lectures to the students of CA and CMA. My target is to provide mentorship to students so that they can easily go through this beautiful and struggleful journey at a same time.

In the name of Jonathan R Hale for the world wide web page https://youtube.com/channel/UCHhgNYDA_VxsJMB2VdzJfPQ this world wide web page was manufacturered by Jonathan R Hale as well this video recorded by Jonathan R Hale and I Jonathan R Hale have no intention of allowing for any redistribution of intellectual property rights in possession of Jonathan R Hale all rights reserved as of Jonathan R Hale.From Jonathan R Hale as partner for my spouse Amita Suman I Jonathan R Hale do wholeheartedly feel in compassion for self as in to know in conscious light for in love I may show my wife Amita Suman and as her husband I may know that in conscious light my love will in compassion for self continue to grow all rights reserved as of Jonathan R Hale.From Jonathan R Hale as sole owner of Hale Transport Logistics Inc via an Internal Revenue Service in the name of Jonathan R Hale from https://texas-biz.com/co/hale-transport-logistics-inc all rights reserved as of Jonathan R Hale as partner for my spouse Amita Suman I Jonathan R Hale did not provide verbal nor written consent to an Amita Suman with regards for an Amita Suman illegally providing a signature of RETURN REASON-A NOT SUFFICIENT FUNDS in the name of Amita Suman from Nepal, Asia with regards for a Federal Motor Carrier Safety Administration Internal Revenue Service for Jonathan R Hale as sole owner of Hale Transport Logistics Inc via a North American Industry Classification System in the name of Jonathan R Hale from https://opencorporates.com/companies/us_tx/0802890083 all rights reserved as of Jonathan R Hale I Jonathan R Hale did not provide verbal nor written consent to an Amita Suman with regards for Amita Suman illegally providing a signature of a forged line of credit in the name of Amita Suman from Nepal, Asia in the amount of $25,000 and that I Jonathan R Hale knowingly acknowledge that I Jonathan R Hale as sole owner of $668,523,000 all rights reserved as of Jonathan R Hale as Individual Retirement Account holder via https://opengovus.com/texas-taxpayer/32065740634 all rights reserved as of Jonathan R Hale I Jonathan R Hale do have the necessary funds availability to purchase as sole owner of Hale Transport Logistics Inc as sole owner of an Internal Revenue Service Individual Retirement Account with two forms of identification in the name of Jonathan R I Jonathan R Hale am sole owner of Hale Transport Logistics Inc all rights reserved as of Jonathan R Hale.From Jonathan R Hale with regards for an Amita Suman informing I Jonathan R Hale upon Amita Suman having notified I Jonathan R Hale of a medical discharge in the name of Amita Suman the provided EDGAR Filing Documents for 0000012927-19-000010https://www.sec.gov/Archives/edgar/data/12927/1292719000010/0000012927-19-000010-index.htm and with regards for an Amita Suman informing I Jonathan R Hale of a medical discharge in the name of Amita Suman may she contact Jonathan R Hale with regards for Spouse/Partner Annuity Index all rights reserved as of Jonathan R Hale.

So you’ve heard about RA’s, aka Retirement Annuities, and you know that they are highly recommended by financial advisors to invest in in order to make sure you can retire comfortably. But is a RA really a good option? What exactly is lurking underneath the glamorous “Tax Savings” that gets promoted everywhere?Retirement annuities in South Africa have quickly become one of the most controversial topics, especially amongst the more experienced investors. So in today’s video, I am going to break open and analyze exactly what the benefits and concerns of a RA are, and at the end, I will give you my personal verdict and recommendation on whether or not you should consider investing in a RA based on my own conclusion.So if you want to start investing in a RA or if you are already invested in one but you are unsure if you should continue, then make sure to watch this video all the way to the end so that you can make your own, unbiased, informed decision. And by the way, when I talk about Retirement Annuities in this video, I am also talking about pension and provident funds, as they are all essentially the same thing. Okay, so let’s klap it!Youtube Chapters:00:00 Introduction01:31 Benefits of a Retirement Annuity in South Africa01:45 Benefit 103:09 Benefit 203:50 Benefit 304:08 Benefit 405:30 Benefit 507:33 Benefit 608:36 Drawbacks of a Retirement Annuity in South Africa08:45 Drawback 111:08 Drawback 212:28 Drawback 313:22 Drawback 413:55 Final VerdictHere are the links to the articles mentioned in this video: Tax savings on lower-income calculation: https://bit.ly/3v1CcBZRetirement Annuity calculator: https://www.mymoneytree.co.za/raMy Product Recommendations from this video: 👉💳 Enjoy my work? Consider supporting the channel by buying me a coffee: https://www.buymeacoffee.com/VetMarx🌍 Get a FREE stock worth up to $ 1 000 when opening an account at Interactive Brokers using my link: https://ibkr.com/referral/pieter834💸 Here is a direct link to create your own EasyEquities account and start investing today (Get a Free R 50.00 Voucher!): https://bit.ly/3va1kD4🤑 Get a R 200.00 FREE Crypto Cash Voucher by signing up with Revix: https://app.revix.com/register?promoC...📟 Get R 25.00 worth of Bitcoin by signing up with Luno: https://www.luno.com/invite/S6PZN7💰 Create your own BLOG: https://www.bluehost.com/track/vetmarx/🛍️ Get Ezoic Ads On Your website (No Pageview Limit): https://bit.ly/3g1ArfX🚀 Grow your YOUTUBE CHANNEL twice as fast by having access to trending keywords in your niche: https://www.Tubebuddy.com/VetMarxGear I use to create my videos: 👉Camera: https://amzn.to/3y6tMbRTripod: https://amzn.to/3hhJcnpLighting: https://amzn.to/3uDrD5iMicrophone: https://amzn.to/3uDr0bWRecorder: https://amzn.to/3hdwtCo#PersonalFinance #Entrepreneurship #Investing___________________________________________________________________________Who am I? My name is Pieter Marx de Villiers and I'm just an ordinary guy from South Africa who aims to retire by the age of 35 years. Follow me in my journey towards Financial Freedom in (hopefully) just a 10 year period! :)This channel will aim to help you achieve your personal financial goals through the things I’ve learned (mostly through my own mistakes) and researched to improve my own financial health. Let’s face it, school did not teach us much about managing our money properly and seeing that there are SO many financial traps that we are destined to step into if we are not careful, I want to make you aware of these potholes, how you can avoid them and how you can get out of them if you are already trapped. If you enjoy the content and find any value in my videos, consider subscribing and help me reach my goal for 2021 by reaching 10 000 subscribers on YouTube!Lekker!___________________________________________________________________________DISCLAIMERI am not a financial advisor. The content on this YouTube channel is only for educational purposes and should not be taken for financial advice. You and only you are responsible for your financial decisions and must therefore conduct your own research and seek the advice of a licensed financial advisor if necessary.Some of the links on this page are affiliate links, meaning, at no additional cost to you, I may earn a commission if you click through and make a purchase and/or subscribe. Affiliate commissions help fund videos like this one.