How To Diversify Your Taxes If You Have A Pension

from Joe Knows Retirement · host Joe Schmitz Jr.

If you have a pension and $1 million or more saved, then tax diversification can be just as important as investment diversification. In this episode of Joe Knows Retirement, Joe breaks down the three different tax buckets you might have in retirement and shares the pros and cons of each. He also shares money-saving strategies and considerations unique to those retiring with a pension. 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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This episode is 21 minutes long.

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This episode was published on April 8, 2025.

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