Retiring With a Pension? 7 Decisions You MUST Consider Before 2027
From Joe Knows Retirement · 18:57
Show by Joe Schmitz Jr., CFP® ChFC® CKA®
If you're retiring with a pension, there are seven important decisions you should consider before 2026 ends. From tax planning opportunities to making the most of your retirement savings, the decisions you make before December 31st could have a lasting impact on your financial future. In this video, Joe walks through key year-end retirement planning considerations, especially for those with pensions and $1 million or more saved. With important deadlines approaching, now is the time to review your retirement plan, identify potential opportunities, and make sure you're not overlooking anything that could impact your retirement in the years ahead. 🎥 Subscribe to our YouTube channel: https://bit.ly/430T9Lv 📚Get a FREE copy of Joe's book "2% Club": https://keap.page/bsd964/2-percent-toolkit-podcast.html 🟥 Read our latest article featured in Kiplinger: https://www.kiplinger.com/retirement/retirement-planning/regrets-for-retirees-with-a-pension-and-a-million-dollars 📞 Schedule a call with our team: https://peakretirementplanning.com/schedule-a-meeting/
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