Tax Planning with Pensions [Joe Knows Retirement, Episode 17]

Описание к видео Tax Planning with Pensions [Joe Knows Retirement, Episode 17]

Pensions are super valuable in retirement, but they can also make tax planning that much trickier. That's why in this episode of Joe Knows Retirement, Joe dives into the topic of pensions, how they can affect your taxes, and what you can do to keep your taxes as low as possible.

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Disclaimer: Since we do not know your specific situation, none of this information can serve as tax, legal, financial, insurance, or financial advice, and may be outdated or inaccurate. The information comes from sources believed to be reliable but cannot be guaranteed. This content is prepared for educational purposes only. If you need advice, please contact a qualified CPA, attorney, insurance agent, financial advisor, or the appropriate professional for the subject you would like help with. Peak Retirement Planning, Inc. is an Ohio based registered investment adviser and able to offer advisory services in Ohio and in other states where registered or exempt from registration.

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