BEST Roth IRA Conversion Strategy for Retirement Planning || Roth Conversion Fully Explained
In this podcast, I want to discuss a Roth conversion strategy that will help you maximize the amount of dollars you are trying to convert from IRA to Roth IRA.
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Drew is a registered Investment Adviser Representative and has earned the certifications of Certified Retirement Counselor®, Registered Financial Consultant®, licensed insurance agent and notary public for the state of Florida.
Originally from Kentucky, Drew moved to Florida for college and has worked in the financial services industry since graduating from the University of South Florida in 2009 with a bachelor's degree in business administration. He began his career focusing on market research, analysis and financial strategies and gained valuable experience in asset preservation and retirement planning.
Drew, along with his wife, Valerie, founded Pearl Wealth Group with a desire to help individuals and families with their retirement and financial dreams. Drew hosts the “Your Financial EKG” weekly podcast and YouTube channel and has created and trademarked his proprietary retirement process called the “Retirement EKG.” Drew has been published in Kiplinger Investment Magazine, featured in Forbes and been a financial guest on Spectrum News.
Drew resides in Tampa with his wife, two daughters, one son and two lovable dogs. Away from the office, he enjoys spending time with his family and taking them to the many beaches in the Tampa Bay area. Drew is also a huge fan of baseball and the Kentucky Wildcats.