How To Maximize Your Pension & Avoid Mistakes In Retirement скачать в хорошем качестве

How To Maximize Your Pension & Avoid Mistakes In Retirement

Your pension is a great asset to have in retirement, but it's important to plan for it properly in order to keep as much of it as possible. In this episode of Joe Knows Retirement, Joe shares different strategies and considerations you might want to think about if you want to optimize your pension payout. From Roth conversions to different pension options like the survivorship option and the lump sum option, he discusses it in this episode. 📞 Schedule a call with our team: https://peakretirementplanning.com/sc... 🎥 Subscribe to our channel: https://bit.ly/430T9Lv 📚Get a FREE copy of Joe’s book "2% Club": https://keap.page/bsd964/2-percent-to... 🟥 Read our latest article featured in Kiplinger: https://www.kiplinger.com/retirement/... #retirement #retirementplanning #pension Timestamps: 00:00 Intro 01:28 Are you part of the 2% club? 03:00 Roth conversions 08:33 Tax-efficient withdrawals 12:30 Consider the survivorship option 15:44 Lump sum vs partial lump sum vs no lump sum 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your specific situation, none of this information can serve as tax, legal, insurance, or financial advice, and may be outdated or inaccurate.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.