"You'll Be In A Lower Tax Bracket In Retirement." Is That True If You Have A Pension & $1M+? episode artwork

EPISODE · Aug 12, 2025 · 21 MIN

"You'll Be In A Lower Tax Bracket In Retirement." Is That True If You Have A Pension & $1M+?

from Joe Knows Retirement · host Joe Schmitz Jr.

It's common to hear that you'll be in a lower tax bracket in retirement, but that likely won't be the case if you're part of the 2% Club, which means you're retiring with a pension and $1 million or more saved. In this episode of Joe Knows Retirement, Joe shares why members of the 2% Club should expect to be in a higher tax bracket in retirement, as well as offers strategies they can use to increase their tax savings. 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 "Midwestern Millionaire": https://keap.page/bsd964/midwestern-millionaire-toolkit-podcast.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/

Episode metadata supplied by the publisher feed · Published Aug 12, 2025

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"You'll Be In A Lower Tax Bracket In Retirement." Is That True If You Have A Pension & $1M+?

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