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: https://peakretirementplanning.com/sc... 🎥 Subscribe to our channel: https://bit.ly/430T9Lv 📚Get a FREE copy of Joe’s book “I Hate Taxes”: https://peakretirementplanning.com/ih... 🟥 Read our latest article featured in Kiplinger: https://www.kiplinger.com/retirement/... #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your specific situation, none of this information can serve as tax, legal, insurance, or financial advice, and may be outdated or inaccurate.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.