Retirement Strategy at 55 with $1.5 Million. Can I Retire?
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- Опубликовано: 6 фев 2025
- Retirement Strategy at 55 with $1.5 Million. Can I Retire?
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Are you considering retiring early with $1.5 million in retirement savings? Join us as we dive into a comprehensive retirement strategy. Discover if your retirement nest egg is sufficient to support a comfortable retirement lifestyle. We'll cover key factors such as:
Retirement income sources: Explore various options like Social Security, pensions, dividends, and rental income.
Expense analysis: Evaluate your current spending habits and project future costs to determine your retirement budget.
Retirement Investment strategies: Discuss how to manage your portfolio for growth and income generation.
Tax implications: Understand the tax consequences of retirement withdrawals and explore strategies for tax optimization.
Don't miss this informative video to gain valuable insights and make informed decisions about your retirement future.
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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, a Your Financial EKG™ is a great tool to help you understand where you are in your retirement planning. Retirement planning and retirement income strategies shouldn't be complicated. They should just be done right.
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Pearl Wealth Group
Drew Blackston, CRC® & RFC®
Office: 813-807-5060
3905 Tampa Road Unit 26
Oldsmar FL 34677
Info@pearlwealthgroup.com
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I think your growth assumptions are too conservative. Why would someone pay a financial advisor 1% for a 5% return? You could easily beat this with a conservative dividend portfolio.
Yeah, if they actually sold it for what it is it would be “I take 20% of your expected 5% return, but if you make -10%, I still get my cut”.
That's always been the question about advisors. You could beat 5% easy without an advisor. The Roth conversions are somewhat dumb since you don't know what the tax code will be in the future. Its all emotion without deep thinking.
If I make it to 91 and I run out of money...Great!......No need for all this cash when you are in your upper 80's. Leave No money behind is a goal for myself.
The challenge is you need a lot for end of life care and that is an unknown. I have elderly parents with no money. I can tell you without money, you release control of your life to someone else.
Underestimating health insurance in my opinion.
Great information. In your scenario, is the Roth holding account another Roth account for the Roth conversions or is it a regular (non IRA) investment account? Thanks.
So this is another old post reposted drew. So did Jerry retire this year?
Also with all the changes in the past 2 years since doing this would you change anything if you were sitting down with him now?
If he retires at 55 why can't he use the Rule of 55 rather than the "freedom fund"?
He doesn’t have employers 401k. Self employed Ira is not eligible.