Oct 2, 2026 · 19 min · 12 segments
If you have a pension and $1 million or more saved for retirement, doing nothing with your tax plan could become one of your most expensive mistakes. In this episode of Joe Knows Retirement, Joe walks…
I know you've probably heard the saying, doing nothing is doing something, and so we always want to make sure we are proactive.
That is the key word we always try to encourage people of when doing retirement planning.
No matter what situation you're in right now, you can always have a better future.
A lot of things we're talking about here, we've seen a lot of clients be implementing all the way since two thousand eighteen with the Tax Cuts and Jobs Act implemented.
So yes, there has been a window of time, but guess what? The window is still open with the one big beautiful bill that was implemented last year.
It's our job to make sure we're taking advantage of it, and it's specifically my job to make sure you're educated and aware and have your eyes open to these strategies to make sure you know what to be exploring and to look to take action on specifically.
And if you are new to watching this channel, yes, I am the author of three national bestsellers, I Hate Taxes, Two Percent Club, and The Midwestern Millionaire.
And so we are specifically gonna break down specifically this I Hate Taxes book here today and talk about why you may be overpaying, or many Americans overpay who have this pension and have a million dollars or more saved.
I know you've probably heard the saying, doing nothing is doing something, and so we always want to make sure we are proactive.
That is the key word we always try to encourage people of when doing retirement planning.
No matter what situation you're in right now, you can always have a better future.
A lot of things we're talking about here, we've seen a lot of clients be implementing all the way since two thousand eighteen with the Tax Cuts and Jobs Act implemented.
So yes, there has been a window of time, but guess what? The window is still open with the one big beautiful bill that was implemented last year.
It's our job to make sure we're taking advantage of it, and it's specifically my job to make sure you're educated and aware and have your eyes open to these strategies to make sure you know what to be exploring and to look to take action on specifically.
And if you are new to watching this channel, yes, I am the author of three national bestsellers, I Hate Taxes, Two Percent Club, and The Midwestern Millionaire.
And so we are specifically gonna break down specifically this I Hate Taxes book here today and talk about why you may be overpaying, or many Americans overpay who have this pension and have a million dollars or more saved.
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