Retiring Single with a Pension? You Could Pay nearly DOUBLE in Taxes

09/11/2025 16 min Temporada 1 Episodio 208
Retiring Single with a Pension? You Could Pay nearly DOUBLE in Taxes

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Episode Synopsis

If you're single with a pension and $1 million or more saved, your retirement could look very different than you expect. Whether you're single now or planning for the possibility in the future, this episode is packed with strategies to help you avoid the Widow's Penalty, protect your retirement income, and make sure your money goes where you want it to.If you're single with a pension and $1 million or more saved, your retirement could look very different than you expect. Whether you're single now or planning for the possibility in the future, this episode is packed with strategies to help you avoid the Widow's Penalty, protect your retirement income, and make sure your money goes where you want it to. Are you interested in applying to receive expert help in planning for your financial future? If so, you can apply at https://peakretirementplanning.com/schedule-a-meeting/  🎥 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-youtube.html 🟥 Read our latest article featured in Kiplinger:  https://www.kiplinger.com/taxes/tax-planning/tax-saving-opportunities-in-the-one-big-beautiful-bill-obbb 📞 Apply to talk with us: https://peakretirementplanning.com/schedule-a-meeting/

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