The Tax Playbook
960 DigitalThe 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.
| Publishes | Weekly | Episodes | 10 | Founded | 7 years ago |
|---|---|---|---|---|---|
| Categories | InvestingBusiness | ||||
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Latest Episodes
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... more
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... more
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... more
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 perio... more
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.
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 rate... more
There are 3 Tax Buckets. Taxable, Tax-deferred and Tax-free. In this episode we discuss the least efficient one...the taxable bucket. Every year as your money grows you have to pay a tax. Taxable buckets make for great emergency funds and there is ... more
Taxes are on sale right now. Are you taking advantage of it? Marcus outlines ways you can position your money for a tax free retirement.
Key Facts
Reviews
- 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.
Apple Podcasts5californiadreamin3
United States6 years ago - 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.
Apple Podcasts1ChidamUnited States6 years ago
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The Tax Playbook launched 7 years ago and published 10 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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