10 Tax Planning Moves Every Pension Retiree Must Know

from Joe Knows Retirement · host Joe Schmitz Jr.

If you have a pension and $1 Million or more saved, taxes will likely be the biggest expense of your retirement. In this video, Joe breaks down 10 critical tax planning mistakes retirees with pensions often make and what to do instead. You will learn why today's tax environment is a rare opportunity, how required minimum distributions can become a tax bomb, why Social Security is often fully taxable for pension holders, and how Roth conversions can reduce lifetime taxes for you and your spouse. This episode is based on Joe's book "I Hate Taxes" and is designed for diligent savers who want to pay their fair share and not a penny more. If you are planning retirement with a pension, this is a must watch. 🎥 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/pension-tax-planning-should-start-now 📞 Schedule a call with our team: https://peakretirementplanning.com/schedule-a-meeting/

NOW PLAYING

0:00 22:51

1×

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

Share this episode

Similar Episodes

No similar episodes found.

Similar Podcasts

Dadgets Joe Vargo & Tony Gruenwald We’re dads! We love tech! We know your dad does too! We’re Joe and Tony and this is Dadgets! Dragnet Entertainment Radio The Dragnet radio show was a groundbreaking and influential police procedural drama that ran on NBC from 1949 to 1957. Here are some key things to know about it:Main Features:Focus: The show followed the cases of Sergeant Joe Friday and his partners, primarily in the Los Angeles Police Department. It depicted the real-life work of detectives, including the tedious investigation process, interviews, stakeouts, and occasional danger.Realism: Jack Webb, the show's creator and star, aimed for authenticity. Episodes were often based on real cases, with details changed to protect the innocent. The dialogue was direct and unvarnished, mimicking the way police officers actually spoke.Famous Intro: The show's opening sequence is iconic: the announcer's voice declaring "This is the city... Los Angeles... California..." followed by the signature "dun-dun-DUN" theme music.Impact:Pioneering Police Procedural: Dragnet is considered a pioneer of The Body Knows the Way Its-all-here The body knows, it holds the fire, The breath returns to something higher. Earth in my bones, water in flow, Fire ignites the will I know. Hand Me Down Heart Joe Martin You don't want someone's heart that still might belong to someone else. It's all or nothing, now or never. Don't hand me a hand me down heart.Credits Written by Joe Martin and Ben Jones Produced by Cal Campbell Mixed by James Wyatt Mastered by Rogan Kelsey Vocal and acoustic guitar - Joe Martin Drums and percussion - Cal Campbell Bass - Cornelius Webb Guitar - Ben Jarrad BVs - Ben Jones Photography by Steve Anderson

Frequently Asked Questions

How long is this episode of Joe Knows Retirement?

This episode is 22 minutes long.

When was this Joe Knows Retirement episode published?

This episode was published on February 17, 2026.

What is this episode about?

Can I download this Joe Knows Retirement episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.

URL copied to clipboard!