Why Tax Planning Is The Center Of Retirement Planning

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

Opublikowano: 2026-09-15

Many diligent savers enter retirement with most of their money sitting in tax-deferred accounts, but without a strategy for how those dollars will eventually be taxed. Add a pension, Social Security, required minimum distributions, Medicare premiums, and future estate considerations, and the tax impact can become much larger than expected. In this episode of Joe Knows Retirement, Joe breaks down several important tax planning opportunities for retirees with a pension and significant savings. 🎥 Subscribe to our YouTube channel: https://bit.ly/430T9Lv 📚Get a FREE copy of Joe's book "I Hate Taxes": https://keap.pag...