Today Eric Powell, fiduciary advisor, is covering a retirement plan that includes a pension and also a 401k. We'll be going through retirement planning tips using our retirement planner software called NestEgg! Pension retirement planning is an incredibly detailed topic, and retirement planning with a pension & 401k can be tricky so feel free to ask questions!
0:00 – 0:28 Pension & 401k retirement planning
0:29 – 1:15 Right Capital overview
1:16 – 2:49 Pension retirement planning
2:50 – 3:50 Sample retirement plan overview
3:51 – 4:50 Retirement plan investments and allocation
4:51 – 6:10 Tax estimates and brackets in retirement
6:11 – 6:24 Flawless outro
Jazz Wealth Managers helps individuals and families achieve financial security through retirement planning and investing strategies. Our videos offer actionable guidance on navigating Roth IRA's, 401ks, IRAs, Social Security, and more. Whether you're approaching retirement or just getting started, learn how to make informed financial decisions for a prosperous future. Subscribe for more!
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