The 2% Club Titelbild

The 2% Club

Only 2% of the Population Have Pensions and $1M+ Saved

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The 2% Club

Von: Joe Schmitz
Gesprochen von: Joe F. Schmitz Jr. CFP® ChFC® CKA®
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Über diesen Titel

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® Persönliche Finanzen
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