33 episodes

Welcome to The Truth About Taxes & Retirement Podcast with J. Barry Watts from SavingYouTaxes.com. In this podcast, Barry puts four decades of experience as a Tax Strategist and Retirement Designer to work in helping business owners find ways to reduce income taxes immediately and helping people approaching retirement reduce or eliminate the taxes they will pay on their retirement income---sometimes achieving the zero percent tax bracket

The Truth About Taxes and Retirement J. Barry Watts

    • Business

Welcome to The Truth About Taxes & Retirement Podcast with J. Barry Watts from SavingYouTaxes.com. In this podcast, Barry puts four decades of experience as a Tax Strategist and Retirement Designer to work in helping business owners find ways to reduce income taxes immediately and helping people approaching retirement reduce or eliminate the taxes they will pay on their retirement income---sometimes achieving the zero percent tax bracket

    33. Holiday Conversations About Hard Topics

    33. Holiday Conversations About Hard Topics

    The upcoming holidays present a wonderful opportunity to have important conversations with your family about many things, including topics such as healthcare planning, funeral planning, and who will get what. In this episode, J Barry Watts helps you understand how you bring these topics up to aging parents while the whole family is around. It’s … Continue reading 33. Holiday Conversations About Hard Topics →

    • 33 min
    32. Mega Backdoor Roth IRA Strategy

    32. Mega Backdoor Roth IRA Strategy

    Would you like to put $58,000 into a Roth IRA this year, then grow that money, tax-free, until you retire, and then take it out as tax-free retirement income? In this episode, J Barry Watts introduces the mega back door Roth IRA strategy. He shares how some individuals can contribute $58,000 to their Roth IRA, … Continue reading 32. Mega Backdoor Roth IRA Strategy →

    • 26 min
    31. How the TRULY-WEALTHY & the WORKING-WEALTHY DIFFER: Family Endowment Plans

    31. How the TRULY-WEALTHY & the WORKING-WEALTHY DIFFER: Family Endowment Plans

    Are you truly wealthy or working wealthy? What’s the difference between the two? For moderately wealthy people who don’t believe they have any tax strategy opportunities, this episode is for you. In this episode, J Barry Watts introduces a tax strategy and draws the line between the truly-wealthy and the working-wealthy. Barry also emphasizes the … Continue reading 31. How the TRULY-WEALTHY & the WORKING-WEALTHY DIFFER: Family Endowment Plans →

    • 27 min
    30. Strengthening Your Family Through Legacy Trusts

    30. Strengthening Your Family Through Legacy Trusts

    Have you ever considered opening a trust for your family? Legacy trusts can ensure your family’s legacy for generations to come. In this episode, J Barry Watts discusses trusts and how valuable they can be to your family. Barry simplifies and answers questions you may have regarding trusts. Barry shares why people don’t have trusts, … Continue reading 30. Strengthening Your Family Through Legacy Trusts →

    • 40 min
    29. Reducing Taxes on Your IRA or 401(K) Required Minimum Distributions

    29. Reducing Taxes on Your IRA or 401(K) Required Minimum Distributions

    How do you figure out the required minimum distributions (RMD) on your retirement accounts? What are the taxes? Can you reduce or eliminate the taxes? In this episode, J Barry Watts and Eric Burlison look at four ways you can reduce or eliminate the taxes owed on your RMDs. Barry and Eric remind listeners of … Continue reading 29. Reducing Taxes on Your IRA or 401(K) Required Minimum Distributions →

    • 36 min
    28. Taking The Mystery Out of Estate Planning

    28. Taking The Mystery Out of Estate Planning

    Estate planning can be complicated and may involve some uncomfortable conversations with family members and loved ones, albeit necessary. You want to be sure that your estate is going to the right people in the right order. In this episode, Barry Watts uncovers the mystery of estate planning. Barry looks at multiple legal mechanisms used … Continue reading 28. Taking The Mystery Out of Estate Planning →

    • 54 min

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