Episode 14

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Published on:

14th Aug 2020

TAX SMART TAX ZERO - EP 14 - CLIMBING THE ROTH CONVERSION LADDER

A Roth Conversion Ladder is typically utilized for those who seek to create and utilize tax free funds prior to turning age 59 1/2 while avoiding the penalty for early withdrawals.

Performing mini-Roth Conversions over a 5 year period is also a savvy idea for those over age 60 who seek to strategically perform multiple conversions. Take advantage of the lower tax brackets under the TCJA, and "buyout" Uncle Sam prior to age 72.

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

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About the Podcast

Tax Smart Tax Zero
The Path to the 0% Tax Bracket with Karen Scott Mims, ESQ.
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.