Retired With A Pension And Still Paying Too Much in Taxes? Here’s the Fix... скачать в хорошем качестве

Retired With A Pension And Still Paying Too Much in Taxes? Here’s the Fix...

Your pension can increase your tax burden in retirement if you don't plan properly. In this episode of Joe Knows retirement, Joe talks about how a pension and high net worth can affect taxes, and shares strategies for lowering your tax burden and increasing your tax savings. 📞 Schedule a call with our team: https://peakretirementplanning.com/sc... 🎥 Subscribe to our channel: https://bit.ly/430T9Lv 📚Get a FREE copy of Joe’s book "2% Club": https://keap.page/bsd964/2-percent-to... 🟥 Read our latest article featured in Kiplinger: https://www.kiplinger.com/retirement/... #retirement #retirementplanning #pension Timestamps: 00:00 Intro 00:49 Are you part of The 2% Club? 01:34 The older you get, the worse taxes get 04:47 Becoming more tax efficient 07:11 Tax diversification & Roth conversions 11:18 Charitable giving Disclaimer: Since we do not know your specific situation, none of this information can serve as tax, legal, insurance, or financial advice, and may be outdated or inaccurate. The information comes from sources believed to be reliable but cannot be guaranteed. This content is prepared for educational purposes only. If you need advice, please contact a qualified CPA, attorney, insurance agent, financial advisor, or the appropriate professional for the subject you would like help with. Peak Retirement Planning, Inc. is a Securities and Exchange Commission registered investment adviser and able to offer advisory services in Ohio and in other states where registered or exempt from registration.