Think About These Things Before Taking Social Security If You Have A Pension скачать в хорошем качестве

Think About These Things Before Taking Social Security If You Have A Pension

When should you take social security if you have a pension? In this episode of Joe Knows Retirement, Joe shares the things you should consider before taking social security if you're retiring with a pension and $1 million or more saved. From your health to your marriage status to the dollar amount of your pension, there are many considerations that affect when it's best for you to take social security. Are you interested in applying to receive expert help in planning for your financial future? If so, you can apply at https://peakretirementplanning.com/sc... 🎥 Subscribe to our channel: https://bit.ly/430T9Lv 📚Get a FREE copy of Joe’s book “I Hate Taxes”: https://keap.page/bsd964/toolkit-yout... 🟥 Read our latest article featured in Kiplinger: https://www.kiplinger.com/retirement/... 📞 Apply to talk with us: https://peakretirementplanning.com/sc... #retirement #retirementplanning #pension Timestamps: 00:00 Intro 00:53 Work status 01:44 Health 03:06 Marriage status 05:18 Living on your pension 06:20 Tax planning 10:56 It depends! Disclaimer: Since we do not know your specific situation, none of this information can serve as tax, legal, insurance, or financial advice, and may be outdated or inaccurate. The information comes from sources believed to be reliable but cannot be guaranteed. This content is prepared for educational purposes only. If you need advice, please contact a qualified CPA, attorney, insurance agent, financial advisor, or the appropriate professional for the subject you would like help with. Peak Retirement Planning, Inc. is a Securities and Exchange Commission registered investment adviser and able to offer advisory services in Ohio and in other states where registered or exempt from registration.