Did you know less than 20% of people have a pension? In this episode of Joe Knows Retirement, Joe walks through the five pillars of retirement planning and explains how a pension can affect planning. From how much you pay in taxes to where you get your income in retirement, he discusses it in this episode.
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Timestamps:
00:00 Intro
01:16 Tax planning
06:46 Investment planning
09:56 Income planning
14:54 Healthcare planning
19:20 Estate planning
23:54 The importance of working with a professional team
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your specific situation, none of this information can serve as tax, legal, insurance, or financial advice, and may be outdated or inaccurate.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.