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Avoid Pension Tax Traps In Retirement With These Strategies
Season 1 ยท Episode 129

Avoid Pension Tax Traps In Retirement With These Strategies

Joe Knows Retirement ยท Joe Schmitz Jr.

March 20, 202519m 53s

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Show Notes

Don't tip Uncle Sam in retirement! In this episode of Joe Knows Retirement, Joe talks about the different ways you might end up paying more in taxes than you need to in retirement if you have a pension and you don't plan properly. He also shares different strategies you can use like Roth conversions and Donor Advised Funds to help minimize your tax burden and not tip Uncle Sam.

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