34 episodes
Tax Smart Tax Zero Karen Scott Mims, ESQ..
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- Business
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2.7 • 6 Ratings
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Most people simply ignore taxation through the 4 phases of wealth.
Instead of understanding the three tax buckets, they arrive at retirement with huge 401(k)’s in the tax-deferred bucket, and ignore the taxable and most importantly, tax-free bucket.
How can the middle- class millionaire, average Joe and Jane, be so unprepared about how to protect their wealth using tax loopholes like the wealthy 1 percenters do?
Easy.
Welcome to the Tax-Smart Tax Zero podcast.
This is a show all about TAX-FREE wealth.
Financial advisors sell rate of return, annuity salesman sells what else annuities and part-time tax preparers sell 1040 to submit on April 15th.
But the real goal is to implement STRATEGIC tax planning!
We invite you to take the journey and explore the Path To the 0% Tax Bracket.
It's time to Divorce Uncle Sam From Your Wealth!
Welcome to the world of your host, noted Tax Attorney and Private Wealth Strategist,
Karen Scott Mims, Esquire.
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TAX SMART TAX ZERO - EP 1 - INTRODUCTION
Most people simply ignore taxation through the 4 phases of wealth.
Instead of understanding the three tax buckets, they arrive at retirement with huge 401(k)’s in the tax-deferred bucket, and ignore the taxable and most importantly, tax-free bucket.
How can the middle- class millionaire, average Joe and Jane, be so unprepared about how to protect their wealth using tax loopholes like the wealthy 1 percenters do?
Easy.
Welcome to the Tax-Smart Tax Zero podcast.
This is a show all about TAX-FREE wealth. Financial advisors sell rate of return, annuity salesman sells what else annuities and part-time tax preparers sell 1040 to submit on April 15th.
But the real goal is to implement STRATEGIC tax planning!We invite you to take the journey and explore the Path To the 0% Tax Bracket.
It's time to Divorce Uncle Sam From Your Wealth!
Welcome to the world of your host, noted Tax Attorney and Private Wealth Strategist,
We cordially invite you to start your journey to tax-free wealth.
Karen Scott Mims, ESQ.
JOIN THE MAILING LIST: https://www.signup.taxsmarttaxzero.com
VISIT OUR WEBSITE: https://www.KARENSCOTTMIMS.com -
TAX SMART TAX ZERO - EP 2 - PRIVILEGE
Most people simply ignore taxation through the 4 phases of wealth.
Instead of understanding the three tax buckets, they arrive at retirement with huge 401(k)’s in the tax-deferred bucket, and ignore the taxable and most importantly, tax-free bucket.
How can the middle- class millionaire, average Joe and Jane, be so unprepared about how to protect their wealth using tax loopholes like the wealthy 1 percenters do?
Easy.
Welcome to the Tax-Smart Tax Zero podcast.
This is a show all about TAX-FREE wealth. Financial advisors sell rate of return, annuity salesman sells what else annuities and part-time tax preparers sell 1040 to submit on April 15th.
But the real goal is to implement STRATEGIC tax planning!We invite you to take the journey and explore the Path To the 0% Tax Bracket.
It's time to Divorce Uncle Sam From Your Wealth!
Welcome to the world of your host, noted Tax Attorney and Private Wealth Strategist,
We cordially invite you to start your journey to tax-free wealth.
Karen Scott Mims, ESQ.
JOIN THE MAILING LIST: https://www.signup.taxsmarttaxzero.com
VISIT OUR WEBSITE: https://www.TAXSMARTTAXZERO.com -
TAX SMART TAX ZERO - EP 3 - SIMILAR BUT SABOTAGED
For most people turning age 65 signals the end of employer provided healthcare and the start of Medicare. While Medicare offers the same coverage to everyone and provides lots of choices, there is one item for which you aren't necessarily given a choice; that of cost. Join us as we discuss the "Medicare Cliff", IRMAA and much more that you thought you understood but perhaps never really did!!!
We cordially invite you to start your journey to tax-free wealth.
Karen Scott Mims, ESQ.
JOIN THE MAILING LIST: https://www.signup.taxsmarttaxzero.com
VISIT OUR WEBSITE: https://www.TAXSMARTTAXZERO.com -
TAX SMART TAX ZERO - EP 4 - THE DISTRIBUTION PHASE
In the Wealth Accumulation phase there is little concern about the 4 tax buckets and the tax deferred bucket seems like a no-brainer. What happens when Average Joe and Jane have over $1million dollars of tax deferred money and reach age 72? RMD's allow the IRS to control your funds and stick you with a 50% penalty even if you don't need to withdraw the funds. It's time to take back control and consider the "untouchable" IRS bucket.......let us show you how!!!
We cordially invite you to start your journey to tax-free wealth.
Karen Scott Mims, ESQ.
JOIN THE MAILING LIST: https://www.signup.taxsmarttaxzero.com
VISIT OUR WEBSITE: https://www.TAXSMARTTAXZERO.com -
TAX SMART TAX ZERO - EP 5 - WHAT THE HEALTH IS "45" DOING?
We cordially invite you to start your journey to tax-free wealth.
Karen Scott Mims, ESQ.
JOIN THE MAILING LIST: https://www.signup.taxsmarttaxzero.com
VISIT OUR WEBSITE: https://www.KARENSCOTTMIMS.com -
TAX SMART TAX ZERO - EP 6 - CRD’S & THE $100K GIFT INSIDE
What are Corona Virus Related Distributions (CRD's)? Under normal circumstances, your 401(k) funds are held hostage by your employer with severe penalties for any attempt of access prior to age 59 1/2. In the midst of a pandemic, this special opportunity has been granted but must be used by year end. Let's explore its MANY TAX benefits!!!!
Karen Scott Mims, Esquire.
https://www.taxsmarttaxzero.com/
Customer Reviews
Good info
Golly this lady can talk! But she is on the money with lots of good ideas. I like that she isn’t trying to sell insurance or scam investments . You just have to accept that she is going to introduce herself every 5 minutes. I’ll listen to all she’s got.
What an idiot. No wonder the show was cancelled
What a terrible show by a political hack. This lady is an idiot.
Go woke go broke. Hahah