Avoid the tax Snowball in Retirement...
Welcome to our page that hosts all of the videos to help explain the "Shadow Tax System" in retirement that can push your effective marginal tax rate up to 49.95% in the 12% tax bracket.
We encourage you to take advantage of our No Cost or Obligation Strategic Tax Mapping Strategy Session to make sure you are paying the least amount of taxes throughout your retirement years.
We encourage you to take advantage of our No Cost or Obligation Strategic Tax Mapping Strategy Session to make sure you are paying the least amount of taxes throughout your retirement years.
Video #1 introduces the new tax rates for 2018 after the tax changes enacted in late 2017.
Video #2 focuses on the concept of Marginal Tax Rates under the new tax law.
Video #3 focuses on the impact of Deductions and Tax Credits under the new tax law.
Video #4 concentrates on what the "REAL" Tax System in Retirement is and how it works.
Video #5 begins to delve into how your Social Security income is taxed in retirement and is a big part of planning for the most retirement income and the least amount of taxes.
Video #6 you are introduced to what is likely a new concept in tax planning, but it is a key factor in determining which strategies are the best for you in minimizing your federal income taxes in retirement.
Video #7 is our first hypothetical example.
Video #8 is our second hypothetical example.