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Podcast: Your Financial EKG™ | Retirement Planning | Investment and Wealth Management | Financial Planning
Episode: Roth Conversion Strategy for 60 Yr Old with $1,700,000 📈
Description: Roth Conversion Strategy for 60 Yr Old with $1,700,000 📈
In this podcast, I want to look at a 60 year old individual asking the question, “What Is a good Roth conversion strategy” and "Can I Retire?"
This is a unique retirement strategy because this soon to be retired person wants to look at IRA to Roth IRA conversion strategies as well as Retirement Income Strategies.
We also need to examine Social Security Benefits and what happens if the stock market goes down early in his retirement.
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