Скачать с ютуб The 12% Tax Bracket Turns into 49.95% IN RETIREMENT?!? ...HOW? в хорошем качестве

The 12% Tax Bracket Turns into 49.95% IN RETIREMENT?!? ...HOW?

Do you have a forward looking tax plan that strategically avoids tax hurdles like the Social Security Tax Torpedo? You can schedule an appointment with one of our Retirement Experts to look at your situation and help you plan for your future. Call us at (920) 544-0576 or go to https://www.safeguardinvest.com/contact. "Taxes will be lower in retirement" Soon-to-be retirees hear this non-stop. But is it actually true? It is true that your effective tax rate is often lower in retirement but your marginal tax rate can often be higher! This video explains a very particular retirement tax trap that can skyrocket your marginal tax rate from 12% to 49.95%! But how? The intersection of two specific tax traps. 1. The Social Security Tax Torpedo 2. Capital Gains Bump Zone What is the Social Security Tax Torpedo and Capital Gains Bump Zone? These are two double taxation zones that are created when you aren't statically withdrawing your retirement income from your IRA and other tax buckets. In this video, we walk through examples step by step to show how this tax trap is created and how you can avoid it. We will discuss: ✅ What is double taxation and how does Social Security taxation and capital gains taxation create a double taxation event? ✅ Why avoiding RMDs and minimizing RMDs is a must to have control of your retirement tax planning ✅ How a forward looking tax plan and retirement tax strategies can help you avoid this destructive retirement tax trap #RetirementTaxStrategies #RetirementIncomePlannning - - - - - - - - - - - - - - - - Always remember, "You Don't Need More Money; You Need a Better Plan" 🍿 Subscribe to our channel: https://www.youtube.com/channel/UCVMA... 🏆 Join our 'Retirement Mastery' Facebook Group: https://bit.ly/retirement-mastery-group 📈 Talk with us about your retirement plan here: https://www.safeguardinvest.com/contact 📚 The New 60/40: How the Next Generation of Retirees Can Achieve Radical Financial Freedom through Better Safe Investing - https://www.amazon.com/New-60-Generat... Safeguard Wealth Management is a Registered Investment Advisor in the State of WI. Safeguard Wealth Management is not an insurance provider. All content on Youtube is for informational purposes only and should not be taken as personal advice for your situation. You can read more disclosures at https://www.safeguardinvest.com/fiduc...