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Tax Planning with Pensions

EPISODE · Jan 15, 2026 · 27 MIN

Tax Planning with Pensions

from Joe Knows Retirement · host Joe Schmitz Jr.

If you have a pension and $1M+ saved, your retirement taxes may be higher than when you were working, and most retirees never see it coming. In this episode of Joe Knows Retirement, Joe breaks down the hidden tax challenges pension holders face. 🎥 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/pension-tax-planning-should-start-now 📞 Schedule a call with our team: https://peakretirementplanning.com/schedule-a-meeting/

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Tax Planning with Pensions

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