The 2% Club
Only 2% of the Population Have Pensions and $1M+ Saved
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The 2% Club
Lu par :
Joe F. Schmitz Jr. CFP® ChFC® CKA®
Acheter pour 6,24 €
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Lu par :
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Joe F. Schmitz Jr. CFP® ChFC® CKA®
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De :
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Joe Schmitz
À propos de ce contenu audio
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.
©2025 Joe F. Schmitz Jr., CFP®, ChFC®, CKA® (P)2026 Joe F. Schmitz Jr., CFP®, ChFC®, CKA®
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