Joe Knows Retirement

5 Tax Planning Strategies For Retirement


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Taxes can be one of your biggest expenses in retirement if you don't plan for them. In this episode of Joe Knows Retirement, Joe shares five tax planning strategies you can use to save money, especially if you have over $1 million in savings or have a pension. Whether you want to spend your money for yourself, use it on your family, or give it to charity, Joe talks about strategies you can use to make the most of it.

Are you interested in applying to receive expert help in planning for your financial future? If so, you can apply at https://peakretirementplanning.com/schedule-a-meeting/ 

🎥 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-youtube.html

🟥 Read our latest article featured in Kiplinger:  https://www.kiplinger.com/retirement/will-you-pay-higher-taxes-in-retirement

📞 Apply to talk with us: https://peakretirementplanning.com/schedule-a-meeting/

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Joe Knows RetirementBy Joe Schmitz Jr., CFP® ChFC® CKA®

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