Why Retirees With Under $5M Should Avoid Roth Conversions
Eric at The PeakFP
@ericatthepeakfpAbout
I'm a CERTIFIED FINANCIAL PLANNER TM and a Retirement Income Certified Professional. Every week we release 2 videos designed to help you Navigate the Retirement Risk Zone with clarity and confidence. Our videos are designed to cover both the mathematical and psychological sides of retirement planning. After all, your retirement plan is only as good as your ability (and motivation) to execute! Join us as we share tips to help you maximize your retirement income, improve your retirement spending flexibility, create clarity around common retirement planning action items, and debunk conventional wisdom (A.K.A propaganda). If you'd like to learn more about scheduling a FREE call with my firm, visit us at www.ThePeakFP.com Make sure to hit the SUBSCRIBE button to get notified of future videos!
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Understand how to live your dream retirement: https://youtu.be/Ks7AoDBfh44 If you liked this video, make sure to click thumbs up and subscribe @thepeakfp! Eric Amzalag, CFP®, RICP® Read a Sample Financial Plan: https://www.thepeakfp.com/blog/sample-financial-plan _ _ Disclaimer: Please consult with your own tax, legal and financial advisors for personalized advice. Peak Financial Planning Inc, or its members cannot be held liable for any use or misuse of this content. #retirement #howmuchtoretire #retirementplanning #retirementplan
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