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You've probably heard that when you retire, you'll pay less in taxes. But if you have a pension, that might not be true at all. In fact, many retirees with pensions end up paying more in taxes than they did while working, and most don't even realize why until it's too late. In this episode of Joe Knows Retirement, Joe breaks down how your pension, Social Security, and required minimum distributions (RMDs) can stack up to push you into higher tax brackets.
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-podcast.html
🟥 Read our latest article featured in Kiplinger: https://www.kiplinger.com/retirement/opportunities-for-wealthy-people-retiring-with-a-pension
📞 Apply to talk with us: https://peakretirementplanning.com/schedule-a-meeting/
By Joe Schmitz Jr., CFP® ChFC® CKA®4.8
2828 ratings
You've probably heard that when you retire, you'll pay less in taxes. But if you have a pension, that might not be true at all. In fact, many retirees with pensions end up paying more in taxes than they did while working, and most don't even realize why until it's too late. In this episode of Joe Knows Retirement, Joe breaks down how your pension, Social Security, and required minimum distributions (RMDs) can stack up to push you into higher tax brackets.
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-podcast.html
🟥 Read our latest article featured in Kiplinger: https://www.kiplinger.com/retirement/opportunities-for-wealthy-people-retiring-with-a-pension
📞 Apply to talk with us: https://peakretirementplanning.com/schedule-a-meeting/

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