Today, we will be looking at a client example of a 62/61 year old couple with $1mm inside of a Traditional IRA, about $50k in cash savings, and a $450k home that is paid off.  

In this episode, we’re going to dive into the timing of their Social Security income, IRA distribution strategy, Roth Conversions, as well as their investment strategy.  We’ll also discuss some of the key risks they’ll face throughout retirement.  

I hope you enjoy this 4th edition of the “Whiteboard Retirement Plan.”

-Kevin

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This is for general education purposes only and should not be considered as tax, legal or investment advice.