# The Retirement Tax Trap NO One Warns High Net Worth Investors About

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Text version: https://stenobird.com/podcast/joe-knows-retirement-6734714/the-retirement-tax-trap-no-one-warns-high-net-worth-investors-about.md
Podcast: [Joe Knows Retirement](https://stenobird.com/podcast/joe-knows-retirement-6734714)
Published: 2026-05-26T21:15:00+00:00
Episode link: https://bec166f9-31e6-4dd1-b620-713dfb576ef5.libsyn.com/the-retirement-tax-trap-no-one-warns-high-net-worth-investors-about
Audio file: https://traffic.libsyn.com/secure/bec166f9-31e6-4dd1-b620-713dfb576ef5/podcast_Tax_Traps_Avoid_HNWI.mp3?dest-id=4148214
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Duration seconds: 1007

## Resource

If you have a pension and over $1M saved, your retirement taxes could be MUCH higher than you expect. Most people are told they will be in a lower tax bracket in retirement, but for high earners and diligent savers, that is often completely wrong. In this video, Joe breaks down the biggest retirement tax traps and what you can do NOW to avoid overpaying the IRS later. 🎥 Subscribe to our YouTube channel: https://bit.ly/430T9Lv 📚Get a FREE copy of Joe's book "I Hate Taxes": https://keap.page/bsd964/toolkit-podcast.html 🟥 Read our latest article featured in Kiplinger: https://www.kiplinger.com/taxes/tax-planning/who-hates-taxes-the-best-time-to-plan-for-taxes-is-now 📞 Schedule a call with our team: https://peakretirementplanning.com/schedule-a-meeting/

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## Transcript

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