8 Retirement Tax Strategies CPAs Won’t Tell You

Most CPAs only look at your taxes one year at a time. But retirement requires a 30-year tax plan — and if you don’t plan ahead, you could end up paying far more than necessary. In this video, we break down the difference between tax prep vs. tax planning, and uncover the strategies your CPA probably isn’t talking about.

📞 Schedule a call with our team:

Schedule a Meeting

🎥 Subscribe to our 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/retirement/opportunities-for-wealthy-people-retiring-with-a-pension

#retirement #retirementplanning #pension

Timestamps:
00:00 – Why your CPA only does tax prep
01:25 – Tax prep vs. tax planning explained
02:45 – Why most firms don’t offer tax planning
06:46 – 1. Roth conversions: the strategy CPAs overlook
09:45 – 2. Charitable giving strategies
10:50 – 3. Social Security taxation myths
12:02 – 4. Medicare premiums and hidden tax traps
13:50 – 5. Preparing for RMDs before it’s too late
14:57 – 6. Moving states & retirement tax planning
15:54 – 7. Phantom gains & capital gains surprises
16:59 – 8. The pension tax trap
17:53 – Next steps & resources

Disclaimer: Since we do not know your specific situation, none of this information can serve as tax, legal, insurance, or financial advice, and may be outdated or inaccurate. The information comes from sources believed to be reliable but cannot be guaranteed. This content is prepared for educational purposes only. If you need advice, please contact a qualified CPA, attorney, insurance agent, financial advisor, or the appropriate professional for the subject you would like help with. Peak Retirement Planning, Inc. is a Securities and Exchange Commission registered investment adviser and able to offer advisory services in Ohio and in other states where registered or exempt from registration.

YouTube