Pension Maximization: Take the higher income and guarantee that you can pass all of your pension payments to your spouse in a lump sum, tax-free.

 Step Two:
Step Two: Apply below for your free 30-minute strategy session to see if these strategies are right for you. 
 I hope you found this bonus video helpful. 
 If you feel that you are ready to speak with an actual member of my team, please apply below for a time to see if we can help you to secure your retirement. 





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