10 Tax Planning Moves Every Pension Retiree Must Know
Joe Knows Retirement · Joe Schmitz Jr.
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Show Notes
If you have a pension and $1 Million or more saved, taxes will likely be the biggest expense of your retirement. In this video, Joe breaks down 10 critical tax planning mistakes retirees with pensions often make and what to do instead. You will learn why today's tax environment is a rare opportunity, how required minimum distributions can become a tax bomb, why Social Security is often fully taxable for pension holders, and how Roth conversions can reduce lifetime taxes for you and your spouse. This episode is based on Joe's book "I Hate Taxes" and is designed for diligent savers who want to pay their fair share and not a penny more. If you are planning retirement with a pension, this is a must watch.
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