Joe Knows Retirement

Single With A Pension? Don't Let Taxes Ruin Your Retirement

September 1, 2026·18 min
Episode Description from the Publisher

If you're single and retiring with a pension, your retirement plan may look very different from the typical retiree. From higher tax brackets and Medicare premiums to Roth conversions, legacy planning, and your pension election, several important decisions could have a major impact on your retirement. 🎥 Subscribe to our YouTube channel: https://bit.ly/430T9Lv 📚Get a FREE copy of Joe's book "2% Club": https://keap.page/bsd964/2-percent-toolkit-podcast.html 🟥 Read our latest article featured in Kiplinger: https://www.kiplinger.com/taxes/widows-penalty-how-to-prepare 📞 Schedule a call with our team: https://peakretirementplanning.com/schedule-a-meeting/

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