Timothy Sumer

Many of you are retiring with a pension and today I give you three things to consider. I also give you a little bonus by discussing a bill that could be repealed and help you out in retirement! We're an investing service that also helps you keep your dough straight. We'll manage your retirement investments while teaching you all about your money. #retirement #retirementplanning #dohstr8 ---Ready to subscribe--- For more information visit: --- Instagram @jazzWealth --- Facebook --- Twitter @jazzWealth Business Affairs 📧Support@JazzWealth.com... ( read more ) LEARN MORE ABOUT: Retirement Pension Plans REVEALED: Best Investment During Inflation HOW TO INVEST IN GOLD: Gold IRA Investing HOW TO INVEST IN SILVER: Silver IRA Investing Retiring with a pension can be an exciting and fulfilling time, but there are a few important things to consider before taking the plunge into retirement. Here are three things to keep in mind when y...

Does your retirement tax plan include crucial estate planning strategies? Are using all of the tax savings strategies available to you? You can schedule an appointment with one of our Retirement Experts to look at your situation and help you plan for your future. Call us at (920) 544-0576 or go to Timestamps: 0:00 Does your tax plan end when you do? 0:43 Spousal Gifting for a Double Step-Up in Basis 4:46 Double Step-Up in Basis + Your Retirement Withdrawal Strategy 7:57 Unequal Beneficiaries for Maximum Tax Savings #EstatePlanning #TaxPlanning Disclaimer: This content is shown for illustrative purposes only. Every situation varies widely, and therefore the effectiveness of any strategies discussed on the Safeguard Wealth Management Youtube Channel will vary widely. Please use experienced help when implementing any retirement, tax, or estate planning strategy. - - - - - - - - - - - - - - - - - Always remember, "You Don't Need More Money; You Need a Better Plan...