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Kiplinger
Kiplinger
Business
Joe F. Schmitz Jr., CFP®, ChFC®, CKA®

If You Have a Pension, Smart Tax Planning Starts Now

An older woman works on financial paperwork at her dining room table.

Fewer than 20% of people have a pension nowadays. If you are fortunate enough to have one, there's special planning that you need to consider.

The problem is that many financial planners do not talk about planning with pensions because most planners do not specialize in this area. The good news is, you're going to learn now how to maximize your pension and see as much of it in your pockets as possible.

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