If you're between the ages of 55-63 and will retire with a pension and $1 million or more saved, this video is for you. In this video, Joe talks about the two Roth conversion sweet spots that you'll want to pay attention to during this unique time before you retire. He talks about how many retirees in your shoes should expect to be in a higher tax bracket in retirement, and shares ways to take most advantage of the 12% and 24% brackets.

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/ 

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The One Big Beautiful Bill introduced many changes when it comes to taxes and retirement, and one of those changes is an additional $6,000 deduction for those who are 65 and older. In this episode of Joe Knows Retirement, Joe explain how this bonus deduction works and how it can affect your retirement planning, especially if you have a pension and at least $1 million saved. He also talks about how you can take most advantage of this deduction by maximizing your savings with your income taxes, social security taxes, and Medicare premiums.

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/ 

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The One Big Beautiful Bill (OBBB) is here and will have a big impact on many Americans, especially retirees with a pension and $1 million or more saved. In this episode of Joe Knows Retirement, Joe talks through 14 of the most important points from the OBBB and shares how they can impact your retirement. From lower tax rates to the increased standard deduction to other types of deductions, you'll have a better understanding of how the OBBB affects you by the end of this video.

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/ 

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Widows and single retirees can face unique and harsh tax situations in retirement that can be devastating if not properly planned for. In this episode of Joe Knows Retirement, Joe talks about the widow's penalty and how it can make widows pay nearly double the amount in taxes that they paid when married filing jointly. He talks about the different areas of retirement the widow's penalty can affect, as well as shares a strategy you can use to plan for the penalty and maximize your tax savings.

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/ 

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If you're retiring with a pension and $1 million or more saved, you're set up for success in retirement. But as Joe shares in this episode of Joe Knows Retirement, there are some common mistakes that retirees in your position make that can cost you time and money if you don't plan for them. Whether it's paying more in taxes than you need to or not understanding how much money you really have, Joe talks about these common regrets and how to avoid them.

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/ 

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If you have a pension and $1 million or more saved, there are unique issues you need to plan for in retirement. In this episode of Joe Knows Retirement, Joe shares five traps that members of the 2% Club commonly fall into and what they can do to avoid the traps. He provides strategies to help save money in taxes and Medicare premiums, as well as talks about the importance of giving purpose to your life savings in retirement.

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/ 

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Just because you've worked with a financial advisor for a while doesn't mean they're the best advisor for you. In this episode of Joe Knows Retirement, Joe lists ten things to be on the lookout for when finding an advisor, or if your current advisor doesn't do these things, ten things to look for in a new advisor. From the type of planning services the advisor offers to the amount of time they're able to dedicate to your ongoing plan, Joe discusses 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/schedule-a-meeting/ 

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Your pension can increase your tax burden in retirement if you don't plan properly. In this episode of Joe Knows retirement, Joe talks about how a pension and high net worth can affect taxes, and shares strategies for lowering your tax burden and increasing your tax savings.

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/ 

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Have you ever considered the value of your pension as it relates to your overall net worth? In this episode of Joe Knows Retirement, Joe talks about pensions as an asset class and how you can view your pension as more than just a monthly income stream. He shares the pros and cons of having a pension and talks about ways you can give your pension purpose in retirement.

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/ 

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If you're a Christian and it's important for you to incorporate your faith into your financial planning, then it could be a great idea to work with a Certified Kingdom Advisor® (CKA®). In this episode of Joe Knows Retirement, Joe explains what a CKA®, what it takes to earn the CKA® credential, and how a CKA® can help you as you purposefully plan your retirement.

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/ 

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