55-70 With $1 Million+: What To Plan For In Retirement (Especially If You Have A Pension) скачать в хорошем качестве

55-70 With $1 Million+: What To Plan For In Retirement (Especially If You Have A Pension)

If you're a Midwestern (Middle Class) Millionaire, you need specialized retirement planning for your unique situation. In this episode of Joe Knows Retirement, Joe shares unique expenses you might face in retirement if you're 55-70 and have over $1 million saved or a pension, as well as a strategy you can use to lower your taxes. From social security to required minimum distributions, Joe talks about it in this episode. 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 01:33 Are you a Midwestern Millionaire? 02:17 The importance of working with a retirement planning specialist 03:41 Required minimum distributions (RMDs) 09:32 Medicare premiums 14:07 Social Security 15:36 Legacy planning 19:46 Roth conversions 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your specific situation, none of this information can serve as tax, legal, insurance, or financial advice, and may be outdated or inaccurate.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.