Can You REALLY Live Tax-Free in Retirement If You Have a Pension? скачать в хорошем качестве

Can You REALLY Live Tax-Free in Retirement If You Have a Pension?

Can you live completely tax-free in retirement, even if you have a pension? In this episode of Joe Knows Retirement, Joe breaks down exactly how your pension, Social Security, and the new bonus deductions can impact your taxes, and shows how some retirees are “divorcing the IRS” for good. 📞 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/taxes/tax-p... #retirement #taxplanning #pension Timestamps: 00:00 — Can You Live Tax-Free in Retirement with a Pension? 1:34 — Understanding the 2025 Standard Deduction & Bonus Deduction 03:24 — How Social Security Becomes Taxable 05:32 — Case Study: How the Bonus Deduction Impacts Married Couples Over 65 10:32 — Example 1: No Pension 13:07 — Example 2: $25k Pension 15:27 — Example 3: $50k Pension 15:48 — Example 4: $100k Pension 16:42 — Key Takeaways 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your specific situation, none of this information can serve as tax, legal, insurance, or financial advice, and may be outdated or inaccurate.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.