Retiring Before 60? 8 Reasons Rolling a 401k to an IRA is a BIG MISTAKE!
Retiring Before 60? 8 Reasons Rolling a 401k to an IRA is a BIG MISTAKE! #Retireearly #earlyretirement #retirementplanning In this video we get into how conversions of after tax funds can be easily botched, how you may be more easily penalized, and how you may have to take out more RMDs when rolling funds from […]
5 Things You MUST KNOW if You’re Retiring With A Pension
5 Things You MUST KNOW If You’re Retiring With A Pension #pensionplanning #rothconversion #socialsecurityretirement Having a pension changes everything in your retirement planning, and many advisors are not familiar with these unique benefits. Certified Financial Planner, Joe Franklin discusses vital considerations for those with a pension, including hidden dangers and what makes some pensions extremely […]
We Only Have 700 Weeks Left After Retirement. Ignoring These Things is a BIG MISTAKE
7 Ways to Get the Most Out of the Healthy Years of Retirement #retirementplanning #healthyretirement #retirementtips In this video, Joe Franklin explains how most people miss out on the full benefit of their healthy years after retirement. For more faith focused insights on financial / retirement planning, tax planning, and intergenerational transfer strategies visit our […]