How To Lower Your Taxes If You Have A Pension

from Joe Knows Retirement · host Joe Schmitz Jr.

If you have a pension, you might find yourself tipping Uncle Same through taxes if you don't plan well. In this episode of Joe Knows Retirement, Joe shares strategies you can use to lower the amount of money you pay in taxes, especially if you have a pension. From smarter ways to allocate your investments to specific tools like Roth conversions, Joe talks about it in this episode. 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 22 minutes long.

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This episode was published on April 10, 2025.

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