Should you own real estate if you have a pension and $1 million or more saved? Many retirees assume real estate is the obvious next investment, but the answer is more complicated than most people realize. In this video, Joe breaks down the biggest tax advantages of real estate and explains why most of our clients ultimately choose not to own rental properties in retirement despite the potential tax savings. 🎥 Subscribe to our YouTube channel: https://bit.ly/430T9Lv 📚Get a FREE copy of Joe's book "I Hate Taxes": https://keap.page/bsd964/toolkit-podcast.html 🟥 Read our latest article featured in Kiplinger: https://www.kiplinger.com/taxes/tax-planning/what-being-in-the-2-percent-club-means-for-your-retirement 📞 Schedule a call with our team: https://peakretirementplanning.com/schedule-a-meeting/
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