10 episodes

The US is $26+ Trillion dollars in debt and with all the unfunded liabilities such as Social Security and Medicare, the possibility of increased tax rates are high. Americans have to prepare themselves for the coming tax storm.

The Tax Playbook 960 Digital

    • Investing
    • 4.0 • 4 Ratings

The US is $26+ Trillion dollars in debt and with all the unfunded liabilities such as Social Security and Medicare, the possibility of increased tax rates are high. Americans have to prepare themselves for the coming tax storm.

    4-Step Process to a Tax-Free Retirement

    4-Step Process to a Tax-Free Retirement

    We’re talking about the 4-step process to get to a tax-free retirement.

    Step one, recognize that tax rates are going to go up. 

    Step two, recognize that in a rising tax rate environment, there's a mathematically perfect amount of money to have in the taxable bucket and the tax-deferred bucket.

    Step three is anything above and beyond those ideal balances in the first 2 buckets should be systematically, year by year, over a period of time, repositioned to the tax-free bucket.

    Step four is to make sure that you're getting some good diversity within your tax-free streams of income. Make sure that once you decide what’s the ideal amount of money to be shifted to tax free, that it gets funneled into a few different places.

    • 14 min
    Pensions and a Tax-Free Retirement

    Pensions and a Tax-Free Retirement

    The burning question that retirees have, who also have a pension, after having been convinced that tax rates in the future are going to be higher than they are today is, “Well, what can I do if I have a pension? Can I still have a tax-free retirement?  This podcast answers that question.

    • 13 min
    Four Ways to Avoid Financial Collapse

    Four Ways to Avoid Financial Collapse

    There are really only four ways to resolve our fiscal crisis. You decide what you think the most likely solution will be.  There are really only for options: Cut expenses, borrow more money, print more money, or raise taxes. It's much easier to raise taxes than it is to get rid of a government program.

    • 13 min
    Tax-Deferred vs. Tax-Free

    Tax-Deferred vs. Tax-Free

    Tax-deferred vs. Tax-free. Which one is better? Which one should you be pouring your money into? The true purpose of a retirement account is NOT to give you a tax deduction. The true purpose of a retirement vehicle is to maximize cash flow at a period in your life when you can least afford to pay the taxes and that is in retirement.

    • 12 min
    Tax-Free Bucket

    Tax-Free Bucket

    We’re talking tax buckets again. If you don’t remember there’s 3 of them...Taxable, Tax-deferred and Tax-free. Today we talk about the tax-free bucket and what truly constitutes a tax-free investment.

    • 14 min
    Tax-Deferred Bucket

    Tax-Deferred Bucket

    There are 3 Tax Buckets. Taxable, Tax-deferred and Tax-free.  In this episode we discuss the tax-deferred bucket, or as I call it the "Ticking Tax Time Bomb." When you take money out of this bucket, you are subjected to pay a tax at whatever tax rates happen to be at that time.  This creates Tax-Rate Risk, which can be mitigated.  

    • 14 min

Customer Reviews

4.0 out of 5
4 Ratings

4 Ratings

californiadreamin3 ,

Informative and entertaining!

This is a really great quick listen and provides a lot of informative tax planning advice. Definitely recommend to anyone looking for ways to save money in taxes.

Chidam ,

What a junk

Thought is a great podcast at first but then quickly realized its insurance scam. Stay away. The music is also so loud and unbearable. Annoying podcast.

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