Retiring with a Pension in the U.S.? Missing These 5 Things is a Huge Mistake скачать в хорошем качестве

Retiring with a Pension in the U.S.? Missing These 5 Things is a Huge Mistake

5 Things You MUST KNOW If You're Retiring With A Pension in the U.S. #pensionplanning #retirementincome #financialplanning Having a pension changes everything in your retirement planning, and many advisors are not familiar with these unique benefits. Certified Financial Planner, Joe Franklin discusses vital considerations for those with a pension, including hidden dangers and what makes some pensions extremely valuable in retirement. With less than 20% of American workers having access to traditional pensions, the typical retirement advice may not apply to them. Joe outlines five crucial strategies for pension holders to effectively plan their retirement, including understanding hidden inflation risks, unique tax planning, survivor benefit elections, social security strategies and tailored investment solutions. This comprehensive guide is designed to help pension holders optimize their retirement plans for long-term success. To receive the FREE Tax Return Analysis, click here - https://www.franklin-wealth.com/form-... 🔔 Subscribe for more retirement planning wisdom, biblical financial insight, and practical strategies. The Mustard Seed facilitates financial freedom through faith-based financial principles and consulting through affiliated wealth advisors. For more and to subscribe for FREE to our newsletter, go to Mustard Seed Newsletter –For more faith focused insights on financial / retirement planning, tax planning, and intergenerational transfer strategies visit our website - https://franklin-wealth.com/mustard-s... This video expalins different types of pension annuities, private versus company pensions, offers guidance on calculating expected returns, delves into retirement tax planning, and discusses Social Security strategies. Learn five critical strategies for individuals retiring with a pension to secure your retirement income and gain valuable retirement planning tips. ✅ Timestamps: 00:00 5 Critical Strategies When Retiring with a Pension 01:18 The Overconfidence of Pension Holders 01:49 Discerning Between a Gold Mine & Fool's Gold 04:01 The #1 Threat & Government Fake Statistics 07:44 Tax Planning Strategies for Pension Holders 11:13 Social Security Considerations 13:36 Survivor Benefit Elections 14:59 Reverse Dollar Cost Averaging 17:17 Tailoring Your Investment Strategy 18:40 5 Step Action List to Follow Before You Retire 🔔𝐃𝐨𝐧'𝐭 𝐟𝐨𝐫𝐠𝐞𝐭 𝐭𝐨 𝐬𝐮𝐛𝐬𝐜𝐫𝐢𝐛𝐞 𝐭𝐨 𝐦𝐲 𝐜𝐡𝐚𝐧𝐧𝐞𝐥 𝐟𝐨𝐫 𝐦𝐨𝐫𝐞 𝐮𝐩𝐝𝐚𝐭𝐞𝐬.    / @themustardseedchannel   🔗 Stay Connected With Me. Newsletter: https://www.franklin-wealth.com/musta... LinkedIn:   / joe-franklin-cfp-38666461   Facebook:   / franklinwealthmanagementllc   Website: https://www.franklin-wealth.com/ X: https://x.com/manangemen41108 📩 For Business inquiries: davi.brooks@franklinwm.com OR call us at 423-870-2140 ============================= 🎬Suggested videos for you: ▶️    • Gold vs Bonds in 2026:  The 1970s Gold Boo...   ▶️   • Gold Predicted Every Major Market Crash:  ...   ▶️    • The Roth Trap:  8 Reasons NOT to Convert   ▶️   • RMDs are Nasty:  But Only for the Top 1% W...   ▶️   • NEW 2026 Rules for Working & Receiving Soc...   ▶️    • Retirement Drawdown Strategies to Preserve...   ▶️    • Trump's Plan to Destroy the Dollar (And Ho...   ▶️    • Why Most Trusts & Estate Plans FAIL (Avoid...   ▶️   • Retiring Soon? 8 UPGRADES You Want to Make...   ================================= 🚨DISCLAIMER: These videos are not financial advice. They are for informational purposes only and should not be seen as investment recommendations. Financial decisions, like when to invest or retire, are crucial and should be made with professional advice from a financial advisor, CPA, and attorney. This information may not suit all investors, and you should consult your legal, tax, or investment advisor before making any decisions. ================================= #socialsecurityincome #Retireearly #healthyretirement #retirewithpurpose #faithandfinance #wealthmanagement #certifiedfinancialplanner #retirementtaxplanning #retirement #retirementplanningat60 #rothconversion #PensionPlanning #RetirementPlanning #FinancialFreedom #RetireSmart #TaxPlanning #SocialSecurity #InvestingForRetirement #MoneyTips #WealthBuilding #financialplanning Watch This If You're In The U S Retiring With A Pension