8 Tax Strategies Your CPA Won't Tell You - Part 2

Podcast: Joe Knows Retirement · Joe Schmitz Jr., CFP® ChFC® CKA®

Opublikowano: 2026-08-18

If you have a pension and $1 million or more saved for retirement, simply filing your taxes may not be enough. The bigger opportunity could be proactive tax planning. In this episode of Joe Knows Retirement, Joe covers 8 more retirement tax strategies your CPA or financial planner may not be talking about. 🎥 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/personal-finance/cpa-vs-tax-planner-whats-the-difference 📞 Schedule a cal...