Скачать или смотреть Avoid Pension Tax Traps In Retirement With These Strategies

Don't tip Uncle Sam in retirement! In this episode of Joe Knows Retirement, Joe talks about the different ways you might end up paying more in taxes than you need to in retirement if you have a pension and you don't plan properly. He also shares different strategies you can use like Roth conversions and Donor Advised Funds to help minimize your tax burden and not tip Uncle Sam.

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Timestamps:
00:00 Intro
01:05 Are you a Midwestern Millionaire?
04:35 Pension tax traps: Higher income & Higher tax brackets
08:40 Pension tax traps: IRMAA premiums (Medicare premiums)
10:46 Pension tax traps: Timing of when you take social security
11:59 Pension tax traps: Charitable contribution taxes

Disclaimer: Since we do not know your specific situation, none of this information can serve as tax, legal, insurance, or financial advice, and may be outdated or inaccurate.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 a Securities and Exchange Commission registered investment adviser and able to offer advisory services in Ohio and in other states where registered or exempt from registration.