Defer Taxes Into Retirement? BIG Mistake for Pension Holders

from Joe Knows Retirement · host Joe Schmitz Jr.

In this episode of Joe Knows Retirement, Joe breaks down one of the most dangerous myths in retirement planning: the idea that you should defer taxes into retirement because you'll be in a lower tax bracket later. That might sound smart… but for those with a pension and $1 million+ saved, deferring taxes could actually mean paying more taxes in retirement than you do today. 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-podcast.html 🟥 Read our latest article featured in Kiplinger: https://www.kiplinger.com/retirement/retirement-planning/are-you-being-tax-smart-about-your-pension 📞 Apply to talk with us: https://peakretirementplanning.com/schedule-a-meeting/

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This episode is 18 minutes long.

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This episode was published on November 15, 2025.

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