Episode 17

full
Published on:

5th Sep 2020

TAX SMART TAX ZERO - EP 17 - TAX PLANNING

What are the tax implications of your investment strategy as you prepare for the withdrawal phase of wealth?

Let's start with understanding tax planning for your investment portfolio. Want to pay lower taxes?

How about just learning how to reduce taxable income? Your tax liability is a function of (1) taxable income and (2) tax rate.

One is set by the government but the other is completely in your hands!!!!!

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

Next Episode All Episodes Previous Episode

Listen for free

Show artwork for Tax Smart Tax Zero

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.