If you have both a pension and an IRA, your retirement planning is different than most people realize. While many retirees see their taxes decrease, those with pensions and large retirement accounts often face higher tax brackets, Required Minimum Distributions (RMDs), Medicare premium increases, and more taxable Social Security income. In this video, Joe explains the biggest tax challenges facing retirees with pensions and IRAs, why the 2% Club requires a different strategy, and how Roth conversions may help reduce future taxes.

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