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... more
Publishes | Weekly | Episodes | 34 | Founded | 4 years ago |
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Categories | InvestingManagementBusiness |
In this episode we talk about the "dirty little secrets" of tax planning. more
Do you represent Wall Street or Main Street? Or, are you just the "Mom & Pop" investor who doesn't go beyond mutual funds and has really just been living a 401(k) existence? In other words, have you just been financing Wall Street and the 1%? We have... more
You've just received great news about your bonus/settlement. The bad news is that it's taxable. How do you implement tax strategies to avoid being sent into a higher tax bracket? Average Joe and Jane have a issue to solve. We can help but leave those... more
So today, Congress just wrote another check for $900 billion in a bank account with no money. It's been pre-decided that collecting more taxation on your 401(k) during your lifetime and taxing your heirs before even a $1 gets transferred to them thro... more
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What a terrible show by a political hack. This lady is an idiot. more
Golly this lady can talk! But she is on the money with lots of good ideas. I like that she isn’t trying to sell insurance or scam investments . You just have to accept that she is going to introduce herself every 5 minutes. I’ll listen to all she’s got.
INFORMATIVE, INSPIRATIONAL
Apple Podcasts | #121 | Israel/Business/Management |
Listeners, engagement and demographics and more for this podcast.
Gender Skew | Engagement Score | Primary Location | |||
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Tax Smart Tax Zero launched 4 years ago and published 34 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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