Only 2% of Americans have both pensions and $1 million or more saved for retirement. If that is you, welcome to the 2% Club! This book was written for you. It's dedicated to all the American heroes who've lived a life of service, and the blue-collar professionals who've worked hard and saved diligently for decades. In this book, you'll learn how to:Simplify and optimize your retirement with the "5 Pillars of Pension Planning" Enjoy the full value of your pension (it may be more valuable than you think) Decrease your tax bill through strategic Roth conversions and smart withdrawal planning Plan for pension options such as lump sum options and survivorship options Optimize Social Security and protect your wealth from Medicare premium increases Enjoy your retirement and spend more money (many in the 2% Club struggle with spending money) Create a legacy that benefits your family and favorite charities Having a pension puts you in a rare financial position that requires advanced planning. This book will help you become a better steward of what you worked so hard to build. You've already done the heavy lifting. Now is your time to retire with peace, purpose, and a plan.
Les informations fournies dans la section « Synopsis » peuvent faire référence à une autre édition de ce titre.
JOE F. SCHMITZ JR., CFP(R), CHFC(R), CKA(R), is the founder and CEO of Peak Retirement Planning, Inc., which was named the number 1 fastest growing private company in Columbus, Ohio by Inc 5000 in 2025. His firm focuses on serving those in the 2% Club by providing the 5 Pillars of Pension Planning. Known as a thought leader in the industry, Joe is featured in Kiplinger and on TV news segments, and is the author of the bestselling books I Hate Taxes and Midwestern Millionaire. You may have also seen Joe on YouTube, where he has one of the largest retirement planning channels for those in the 2% Club.
Les informations fournies dans la section « A propos du livre » peuvent faire référence à une autre édition de ce titre.
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Paperback. Etat : new. Paperback. Only 2% of Americans have both pensions and $1 million or more saved for retirement. If that is you, welcome to the 2% Club! This book was written for you. It's dedicated to all the American heroes who've lived a life of service, and the blue-collar professionals who've worked hard and saved diligently for decades. In this book, you'll learn how to: Simplify and optimize your retirement with the "5 Pillars of Pension Planning"Enjoy the full value of your pension (it may be more valuable than you think)Decrease your tax bill through strategic Roth conversions and smart withdrawal planningPlan for pension options such as lump sum options and survivorship optionsOptimize Social Security and protect your wealth from Medicare premium increasesEnjoy your retirement and spend more money (many in the 2% Club struggle with spending money)Create a legacy that benefits your family and favorite charitiesHaving a pension puts you in a rare financial position that requires advanced planning. This book will help you become a better steward of what you worked so hard to build. You've already done the heavy lifting. Now is your time to retire with peace, purpose, and a plan. This item is printed on demand. Shipping may be from multiple locations in the US or from the UK, depending on stock availability. N° de réf. du vendeur 9798995441830
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Etat : As New. Unread book in perfect condition. N° de réf. du vendeur 53800941
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