3 Realities Of Retiring With A Pension

If you're retiring with a pension and over $1 million saved, you are part of a very small and unique group of retirees. In this episode of Joe Knows Retirement, Joe discusses the realities of retiring with a pension and talks about what you need to know so you can plan accordingly. He shares the actual value of a pension depending on how much you receive and how long you receive it, and explains a strategy you can use to save money in taxes even with a higher net worth.

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Timestamps:
00:00 Intro
01:26 1. You are one of the few
03:23 2. Your retirement planning is different
10:57 3. You should consider doing a Roth conversion

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your specific situation, none of this information can serve as tax, legal, insurance, or financial advice, and may be outdated or inaccurate.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