I'm 60 Years Old With A Pension And $1 Million Saved. What's Next? [Joe Knows Retirement, Ep. 66]

If you're 60 years old, have a pension, and have $1 million+ in savings, you're in a very unique position as you approach and enter retirement. In this episode of Joe Knows Retirement, Joe deep dives into everything you need to know about tax planning, legacy planning, and charitable giving in retirement with a pension and high net worth.

Are you interested in applying to receive expert help in planning for your financial future?
If so, you can apply at https://peakretirementplanning.com/sc...

🎥 Subscribe to our channel:
https://bit.ly/430T9Lv

📚Get a FREE copy of Joe’s book “I Hate Taxes”:
https://keap.page/bsd964/toolkit-yout...

🟥 Read our latest article featured in Kiplinger:
https://www.kiplinger.com/retirement/...

📞 Apply to talk with us:
https://peakretirementplanning.com/sc...

#retirement #retirementplanning #rothira

Timestamps:
00:00 Intro
01:50 What you need to understand when you have a pension
12:21 What you can do to lower taxes and other expenses
18:50 How you can benefit others
24:26 Charitable strategies
27:03 Enjoy your retirement

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your specific situation, none of this information can serve as tax, legal, insurance, or financial advice, and may be outdated or inaccurate.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 were registered or exempt from registration.