10 Things You MUST Do If You’re Retiring With a Pension

If you have a pension and you’re approaching retirement, your planning is very different than most people and missing just one of these could cost you hundreds of thousands of dollars. In today’s episode of Joe Knows Retirement, Joe walks through the 10 most important planning items every retiree with a pension needs to have in place, from Roth conversions and Social Security timing, to Medicare IRMAA, estate planning, and legacy strategies.

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Timestamps:
00:00 – Why Retirement Planning is Different if You Have a Pension
02:09 – #1 Roth Conversion Planning
03:25 – #2 Pension Election Strategy
07:04 – #3 Social Security Coordination
08:28 – #4 Investment Tax Diversification
10:15 – #5 Medicare & IRMAA
11:49 – #6 Legacy & Estate Planning
15:13 – #7 Charitable Planning
17:24 – #8 Tax Bracket Management
19:00 – #9 Asset Location Strategy
21:29 – #10 Lifestyle & Behavioral Planning
22:48 – Closing Thoughts

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your specific situation, none of this information can serve as tax, legal, insurance, or financial advice, and may be outdated or inaccurate.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