Why Your Defined Benefit Pension Isn’t Always Tax-Free
[Free Calculator Included] Defined benefit lifetime pensions are not always tax-free after 60. This video shows you how it’s taxed with clear examples and a free calculator. 📖 Read the full, detailed guide on the WealthCopilot website: https://www.wealthcopilot.com.au/defi... 🍿 WATCH NEXT: ►How Defined Benefit Super Affects Your Age Pension • How Defined Benefit Super Affects Your Age... 🔗 LINKS: EXCEL Calculator Shown In The Video https://ruishi.gumroad.com/l/DBPensio... ATO Defined Benefit Income Cap Tool https://www.ato.gov.au/calculators-an... 👩🏻WHO AM I? Hey 👋 I’m Rui, a financial planner-turned-financial educator. Through my videos here on this channel, I provide practical and actionable information to help you make informed money decisions. 💌Subscribe for More Insights / @ozruishi #definedbenefit #lifetimepension #superannuationtips ⌚️Timestamps: 00:00 Intro 00:17 Factor 1 01:29 Factor 2 02:44 How It Is Taxed 05:19 Example 06:32 Calculators 08:01 Tell me what you want to know about DB 📚Disclaimer This video is for educational purposes only and is not intended as financial advice. Before acting on any information, you should seek professional advice and verify my interpretations before relying on the content or calculations in the videos, while also considering its appropriateness in relation to your personal situation.
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