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"You'll Be In A Lower Tax Bracket In Retirement." Is That True If You Have A Pension & $1M+?
Season 1 ยท Episode 176

"You'll Be In A Lower Tax Bracket In Retirement." Is That True If You Have A Pension & $1M+?

Joe Knows Retirement ยท Joe Schmitz Jr.

August 12, 202521m 44s

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Show Notes

It's common to hear that you'll be in a lower tax bracket in retirement, but that likely won't be the case if you're part of the 2% Club, which means you're retiring with a pension and $1 million or more saved. In this episode of Joe Knows Retirement, Joe shares why members of the 2% Club should expect to be in a higher tax bracket in retirement, as well as offers strategies they can use to increase their tax savings.

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