Episode Details

If you have a pension, taxes may be the biggest expense of your retirement, and most people don't see it coming. In this episode, Joe breaks down the five biggest tax considerations pension retirees must plan for, including required minimum distributions, Social Security taxation, state taxes, widow's penalty, and when Roth conversions actually make sense. These strategies are especially critical for retirees with a pension and $1M+ saved, where higher income often means higher lifetime taxes if planning is done incorrectly.

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