Should You Draw Your IRA to DELAY Social Security?

Should You Draw Your IRA to DELAY Social Security?


Wondering if it's a smart financial move to delay taking Social Security and use your IRA instead? In this retirement video, we'll dive into the pros and cons of this retirement strategy. We'll discuss factors like your age, expected lifespan, and retirement goals to help you make an informed decision.


**Free Retirement Download: The Checklist to Retirement:** 📊 https://pearlwealthgroup.com/ **


❌ **Please make sure you talk with your CPA, Financial Advisor, Retirement Planner, or Investment Advisor Representative, before implementing any content from this channel. All videos are for informational and educational purposes only. None of the content, comments, responses, information, or any other item on this channel constitutes financial advice or recommendations. Please call Pearl Wealth Group at 813-807-5060 to go through your Retirement Income, Retirement Investments, or Retirement Plan in more detail.** ❌

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Episoder(292)

Can You Retire at 64 With Only $100,000 Saved?

Can You Retire at 64 With Only $100,000 Saved?

Can You Retire at 64 With Only $100,000 Saved? It may be possible, but the answer depends on far more than your retirement investment balance. Social Security, monthly retirement expenses, debt, taxes...

30 Sep 17min

Can I Still Retire With Inflation This High?

Can I Still Retire With Inflation This High?

Can you still retire with high inflation, or should you keep working? In this video, Drew Blackston of Pearl Wealth Group explores how rising costs can affect your retirement budget, purchasing power,...

23 Sep 13min

Can You Retire With $250K and $100K? A 5 Minute Retirement Plan

Can You Retire With $250K and $100K? A 5 Minute Retirement Plan

Can You Retire With $250K and $100K? A 5 Minute Retirement Plan **Schedule your complimentary virtual consultation 😊 , click here: https://pearlwealthgroup.com/contact/ or use our calendar link: http...

16 Sep 8min

What Rate of Return Will Make Your Retirement Money Last?

What Rate of Return Will Make Your Retirement Money Last?

What rate of return do you really need to make your retirement money last? In this video, we compare 4%, 5%, and 6% investment returns to show how each assumption can affect retirement income, portfol...

9 Sep 46min

The 4% Rule Explained: How to Actually Use It in Retirement

The 4% Rule Explained: How to Actually Use It in Retirement

How does the 4% rule work, and can it help you create reliable retirement income without running out of money? In this video, we explain how to calculate your first-year retirement withdrawal, adjust ...

2 Sep 10min

60-Year-Old Couple With $500K: Their Biggest Retirement Fear Isn’t Running Out of Money

60-Year-Old Couple With $500K: Their Biggest Retirement Fear Isn’t Running Out of Money

What if your biggest retirement fear isn’t running out of money?In this retirement video, I walk through the retirement situation of a 60-year-old couple with $500,000 saved for retirement—and the con...

24 Aug 27min

When Should I Claim Social Security Benefits?!? (Full Guide)

When Should I Claim Social Security Benefits?!? (Full Guide)

When Should I Claim Social Security Benefits?!? (Full Guide) There’s no one-size-fits-all answer. Your claiming decision can impact your monthly income, taxes, survivor benefits, and the amount of mon...

19 Aug 34min

62 With $500K: Should You Claim Social Security Early or Wait?

62 With $500K: Should You Claim Social Security Early or Wait?

62 With $500K: Should You Claim Social Security Early or Wait? If you're 62 years old with $500,000 saved for retirement, one of the biggest questions you'll face is:Can I retire now... and should I c...

12 Aug 9min

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