8 Retirement Tax Strategies CPAs Won't Tell You

from Joe Knows Retirement · host Joe Schmitz Jr.

Most CPAs only look at your taxes one year at a time. But retirement requires a 30-year tax plan — and if you don't plan ahead, you could end up paying far more than necessary. In this video, we break down the difference between tax prep vs. tax planning, and uncover the strategies your CPA probably isn't talking about. 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 "Midwestern Millionaire": https://keap.page/bsd964/midwestern-millionaire-toolkit-podcast.html 🟥 Read our latest article featured in Kiplinger: https://www.kiplinger.com/retirement/will-you-pay-higher-taxes-in-retirement 📞 Apply to talk with us: https://peakretirementplanning.com/schedule-a-meeting/

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This episode is 19 minutes long.

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This episode was published on September 5, 2025.

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