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Pensions will help you live more comfortably in retirement, but if you don't plan for them accordingly, that could end up costing you money. In this episode of Joe Knows Retirement, Joe talks about the important things you need to be aware of if you're retiring with a pension. He discusses the different areas of retirement that pensions can affect like Medicare premiums and Social Security taxes, as well as shares a strategy you can use called a Roth conversion to help save money.
Are you interested in applying to receive expert help in planning for your financial future? If so, you can apply at https://peakretirementplanning.com/schedule-a-meeting/
🎥 Subscribe to our YouTube channel: https://bit.ly/430T9Lv
📚Get a FREE copy of Joe’s book “I Hate Taxes”: https://keap.page/bsd964/toolkit-youtube.html
🟥 Read our latest article featured in Kiplinger: https://www.kiplinger.com/retirement/will-you-pay-higher-taxes-in-retirement
📞 Apply to talk with us: https://peakretirementplanning.com/schedule-a-meeting/
4.6
1515 ratings
Pensions will help you live more comfortably in retirement, but if you don't plan for them accordingly, that could end up costing you money. In this episode of Joe Knows Retirement, Joe talks about the important things you need to be aware of if you're retiring with a pension. He discusses the different areas of retirement that pensions can affect like Medicare premiums and Social Security taxes, as well as shares a strategy you can use called a Roth conversion to help save money.
Are you interested in applying to receive expert help in planning for your financial future? If so, you can apply at https://peakretirementplanning.com/schedule-a-meeting/
🎥 Subscribe to our YouTube channel: https://bit.ly/430T9Lv
📚Get a FREE copy of Joe’s book “I Hate Taxes”: https://keap.page/bsd964/toolkit-youtube.html
🟥 Read our latest article featured in Kiplinger: https://www.kiplinger.com/retirement/will-you-pay-higher-taxes-in-retirement
📞 Apply to talk with us: https://peakretirementplanning.com/schedule-a-meeting/
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