If You're 60 With $3 Million Saved… This Retirement Tax Problem Is Coming episode artwork

EPISODE · Jan 17, 2026 · 19 MIN

If You're 60 With $3 Million Saved… This Retirement Tax Problem Is Coming

from Joe Knows Retirement · host Joe Schmitz Jr.

If you're around 60 years old, have $3 million or more saved, and a pension, you're in an elite financial group, but you may also be facing a massive hidden tax problem in retirement. 🎥 Subscribe to our YouTube channel: https://bit.ly/430T9Lv 📚Get a FREE copy of Joe's book "2% Club": https://keap.page/bsd964/2-percent-toolkit-podcast.html 🟥 Read our latest article featured in Kiplinger: https://www.kiplinger.com/retirement/will-you-pay-higher-taxes-in-retirement 📞 Schedule a call with our team: https://peakretirementplanning.com/schedule-a-meeting/

Episode metadata supplied by the publisher feed · Published Jan 17, 2026

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If You're 60 With $3 Million Saved… This Retirement Tax Problem Is Coming

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