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The Federal Drive with Terry Gerton
A federal pension can make retirement more secure. It can also change the tax picture in ways people don't expect
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About this episode
Many federal employees assume their taxes will go down when they retire. But a pension, Social Security benefits and required withdrawals can all add to taxable income later in life. Certified financial planner Thiago Glieger joins me to talk about how Roth contributions and Roth conversions can help people plan for that. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.