Timothy Sumer

Retirement Strategy at 60 with $1,500,000 || Protecting Retirement Savings In this livestream we are going to look at a 60 year old couple asking the question, "Can I Retire" and wanting to do retirement planning at 60. We are also going to look at 3 specific retirement strategies: Can I Retire now, Roth IRA Conversion strategy, & How to protect Retirement savings. **Free Retirement Download: The Roadmap to Retirement:** 📊 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

Your Retirement Playbook with Joe Clark, CFP. In this segment we will cover: How to Withdraw Retirement Funds: Inherited IRA In this segment of Your Retirement Playbook, we will dive deeper into intentional IRA withdrawals. Your Retirement Playbook” is an educational program designed to help listeners better understand their money. Each week Joe will discuss real-life situations in dealing with the Five Critical Elements and The Better Giver. Your Retirement Playbook is brought to you by Financial Enhancement Group, LLC. We have five Indiana locations and take care of families in 32 states. For 25 years, we have helped families prepare for retirement and navigate all that comes along the journey. Our trademarked approach, the Family Focus® process, revolves around the 5 Critical Elements (Your Life After Work, Tax Planning, Investment Playbook, Life Happens – The Good, The Bad and The Ugly, and Legacy Planning) that we believe are the cornerstones to a successful retirement

How To Increase Your Retirement Income || Live Retirement Income Strategies In this livestream I want to talk about creating retirement income and how you can increase your retirement income with these retirement income strategies. When you are doing your retirement planning and calculating out retirement income needed, looking at these three retirement income strategies will help you with your retirement planning . So what are three ways that you can increase your retirement income? 1. Maximize your Social Security benefits This is the simplest way to increase your retirement income. Social Security benefits in claiming Social Security is one of the biggest decisions in your retirement. Why do you take Social Security at 62, 67, or 70 is determined by your individual retirement plan. This needs to be a decision that is carefully thought out and planned out in your retirement income strategy. 2. Catch-up contributions If you're over the age of 50 an