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If you have a pension or $1 million saved for retirement, you could be walking straight into a massive tax problem… without even realizing it. Joe breaks down the 2 types of retirees who get hit hardest by taxes and why the old belief that you'll be in a lower tax bracket in retirement may not apply to you. If you've been a diligent saver, built up your nest egg, or have guaranteed income like a pension, your retirement may look very different than most people. And without the right strategy, you could end up paying far more to Uncle Sam than necessary.
🎥 Subscribe to our YouTube channel: https://bit.ly/430T9Lv
📚Get a FREE copy of Joe's book "2% Club": https://keap.page/bsd964/2-percent-toolkit-podcast.html
🟥 Read our latest article featured in Kiplinger: https://www.kiplinger.com/taxes/tax-planning/reducing-lifetime-taxes-for-retirees-in-two-percent-club
📞 Schedule a call with our team: https://peakretirementplanning.com/schedule-a-meeting/
By Joe Schmitz Jr., CFP® ChFC® CKA®4.8
2828 ratings
If you have a pension or $1 million saved for retirement, you could be walking straight into a massive tax problem… without even realizing it. Joe breaks down the 2 types of retirees who get hit hardest by taxes and why the old belief that you'll be in a lower tax bracket in retirement may not apply to you. If you've been a diligent saver, built up your nest egg, or have guaranteed income like a pension, your retirement may look very different than most people. And without the right strategy, you could end up paying far more to Uncle Sam than necessary.
🎥 Subscribe to our YouTube channel: https://bit.ly/430T9Lv
📚Get a FREE copy of Joe's book "2% Club": https://keap.page/bsd964/2-percent-toolkit-podcast.html
🟥 Read our latest article featured in Kiplinger: https://www.kiplinger.com/taxes/tax-planning/reducing-lifetime-taxes-for-retirees-in-two-percent-club
📞 Schedule a call with our team: https://peakretirementplanning.com/schedule-a-meeting/

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