If you're part of the 2% Club (you have a pension and $1 million or more saved), your tax planning should be as specialized as your financial situation. In this episode of Joe Knows Retirement, Joe shares five tax-free investment strategies you can use to grow your money while paying as little in taxes as possible. From Roth vehicles to more unique options like life insurance policies and real estate, he dives into them in 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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🟥 Read our latest article featured in Kiplinger:  https://www.kiplinger.com/retirement/will-you-pay-higher-taxes-in-retirement

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If you're part of the 2% Club (you have a pension and $1 million or more saved), it's important that you incorporate the five pillars of retirement planning into your retirement plan. In this episode of Joe Knows Retirement, Joe discusses each retirement planning pillar and how they could be affected by the 2% club's pension and savings. He also explains the impact of taxes on each pillar and importance of having a solid tax plan.

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/

Have you thought about getting a second home in retirement? In this episode of Joe Knows Retirement, Joe talks through the pros and cons of buying a second home versus renting one. He shares different considerations and makes an argument for why renting might be the better option if you're a Midwestern Millionaire and you're in the 2% Club.

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/

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.

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/

How should you plan for retirement if you have a $3,000 per month pension and over $1 million saved? In this episode of Joe Knows Retirement, Joe breaks how much money you could expect to have in retirement and shares a tax breakdown to illustrate the importance of tax planning for your unique situation. He also talks about other considerations that might affect your planning like Medicare costs, the widow's penalty, and how you choose to give your money purpose.

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/

Many retirees are worried about running out of money in retirement, but that may not be as big of a concern as it seems. In this episode of Joe Knows Retirement, Joe breaks down how much income you could realistically have in retirement if you have a pension and over $1 million saved, and then shares how to make the most of your money with the time you have. Whether you spend it, gift it, or give it, he shares how to give your money 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/ 

🎥 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/

If you have a pension, you might find yourself tipping Uncle Same through taxes if you don't plan well. In this episode of Joe Knows Retirement, Joe shares strategies you can use to lower the amount of money you pay in taxes, especially if you have a pension. From smarter ways to allocate your investments to specific tools like Roth conversions, 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/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/

If you have a pension and $1 million or more saved, then tax diversification can be just as important as investment diversification. In this episode of Joe Knows Retirement, Joe breaks down the three different tax buckets you might have in retirement and shares the pros and cons of each. He also shares money-saving strategies and considerations unique to those retiring with a pension.

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/

You may have heard of sequence of returns risk, but have you heard of positive sequence of returns? In this episode of Joe Knows Retirement, Joe talks about the positive performance of the stock market over the past two years and how it could leave you with even more money than you expected in retirement. He talks about the different ways you can use your extra money, and shares stories of current Peak Retirement Planning clients and how they use their 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/

How much money do you need to retire? In this episode of Joe Knows Retirement, Joe does a realistic breakdown of income sources in retirement and gives you an idea of the amount you could live off of if you have $1 million or more saved and a pension. He also shares other income planning considerations and strategies you can use to save money in taxes and give your money 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/ 

🎥 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/