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How To Diversify Your Taxes If You Have A Pension
Season 1 ยท Episode 134

How To Diversify Your Taxes If You Have A Pension

Joe Knows Retirement ยท Joe Schmitz Jr.

April 8, 202521m 16s

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Show Notes

If you have a pension and $1 million or more saved, then tax diversification can be just as important as investment diversification. In this episode of Joe Knows Retirement, Joe breaks down the three different tax buckets you might have in retirement and shares the pros and cons of each. He also shares money-saving strategies and considerations unique to those retiring with a pension.

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