The #1 Thing Wealthy Retirees Do Differently
About this episode
Joe discusses the importance of a proactive tax strategy for wealthy retirees.
What separates wealthy retirees from everyone else? It is not chasing higher investment returns. It is having a proactive tax strategy. In this episode of Joe Knows Retirement, Joe explains why taxes often become the largest expense for retirees with pensions and significant retirement savings. Learn how required minimum distributions, Roth conversions, estate planning, charitable giving, and tax diversification can dramatically impact your retirement. 🎥 Subscribe to our YouTube channel: https://bit.ly/430T9Lv 📚Get a FREE copy of Joe's book "I Hate Taxes": https://keap.page/bsd964/toolkit-podcast.html 🟥 Read our latest article featured in Kiplinger: https://www.kiplinger.com/taxes/tax-planning/who-hates-taxes-the-best-time-to-plan-for-taxes-is-now 📞 Schedule a call with our team: https://peakretirementplanning.com/schedule-a-meeting/
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