Avoid Pension Tax Traps In Retirement With These Strategies episode artwork

EPISODE · Mar 20, 2025 · 19 MIN

Avoid Pension Tax Traps In Retirement With These Strategies

from Joe Knows Retirement · host Joe Schmitz Jr.

Don't tip Uncle Sam in retirement! In this episode of Joe Knows Retirement, Joe talks about the different ways you might end up paying more in taxes than you need to in retirement if you have a pension and you don't plan properly. He also shares different strategies you can use like Roth conversions and Donor Advised Funds to help minimize your tax burden and not tip Uncle Sam. 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 "I Hate Taxes": https://keap.page/bsd964/toolkit-youtube.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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