3 Things to Do if You Have a Pension

Video Description

Are you one of the few people with a pension? Then you’re in the Top 20% and your planning needs are completely different. In this video, Joe breaks down 3 must-know moves every pension holder should make so you don’t leave six or seven figures on the table. 📞 Schedule a call with our team: https://peakretirementplanning.com/schedule-a-meeting/ 🎥 Subscribe to our channel: https://bit.ly/430T9Lv 📚Get a FREE copy of Joe’s book "2% Club": https://keap.page/bsd964/2-percent-toolkit-yt.html 🟥 Read our latest article featured in Kiplinger: https://www.kiplinger.com/retirement/retirement-planning/are-you-being-tax-smart-about-your-pension #retirement #taxplanning #pension Timestamps: 00:00 – Why pension planning is completely different 01:34 – #1: Run Your Numbers 09:06 – #2: Roth Conversions 12:23 – #3: Pension Options 18:15 – Share with Your Friends 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your specific situation, none of this information can serve as tax, legal, insurance, or financial advice, and may be outdated or inaccurate.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.