$3K Pension Per Month & $1 Million+ Saved: What Should I Do?
Joe Knows Retirement · Joe Schmitz Jr.
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Show Notes
How should you plan for retirement if you have a $3,000 per month pension and over $1 million saved? In this episode of Joe Knows Retirement, Joe breaks how much money you could expect to have in retirement and shares a tax breakdown to illustrate the importance of tax planning for your unique situation. He also talks about other considerations that might affect your planning like Medicare costs, the widow's penalty, and how you choose to give your money purpose.
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