Only 2% of the population has both a pension and more than $1 million saved. This is a great place to be, but also requires advanced planning, especially when it comes to taxes. About 20% of Americans have a pension, while 10% have $1 million or more saved. Combine those two percentages and only 2% of the population has both, leaving them in a unique situation when it comes to retirement planning.
The Midterms Offer a Unique Tax Planning Opportunity, But Most Retirees Miss It
What history actually shows us about midterm years
