Episode Details

If you have a pension, Social Security, and $1 million or more saved, you are in a rare group of retirees. You did everything right. But when all three income sources start working together, taxes, RMDs, Medicare premiums, and Social Security taxation can quietly explode if you do not plan correctly. In this episode, Joe breaks down the three-legged stool of retirement income and explains why high income retirees often pay more taxes in retirement than they ever expected. If you are a disciplined saver with Midwest values and a pension, this episode is for you.

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