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

The $1 Million Retirement Question: Are You Being Tax-Smart About Your Pension?

A man looks over paperwork while sitting at his dining room table.

Retiring with a pension can significantly influence your financial landscape during your golden years.

While a dwindling number of Americans have access to a pension (only 20% of people have a pension), having one can set you up well for retirement when paired with your retirement savings and Social Security benefits. This unique position requires tailored planning that is more advanced.

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