VIDEO: How to Pay $0 Tax on $100k Retirement Income
➡ PLEASE READ! ⚠️ Be careful of scammers. In the COMMENTS section, We will NEVER offer any investment products, recommend a stock broker, or anything similar. Some scam bot commenters coordinate a “conversation,” including “asking” for investment help, and reply with "how great X idea/investment/person is" in the replies. These are scam threads. Do not fall for them."
This does not constitute an investment recommendation. Investing involves risk. Past performance is no guarantee of future results. Consult your financial advisor for what is appropriate for you.
Specific funds mentioned are for illustrative purposes only.
Disclosures:
00:00 Why So Many Retirees Are Still Overpaying Taxes
00:53 The 7 Tax Tools Every Retiree Should Know (But Rarely Use Together)
03:03 Meet Joe & Marie: Doing Everything Right… And Still Losing Money
04:32 We Modeled the Numbers — This Surprising Strategy Came Out on Top
05:56 Before You Convert to Roth… You Need This First
06:14 The Retirement Tax Domino Effect: What Most People Miss
07:48 The Real Cost of Their Investment Income (And How to Fix It)
08:35 Why We Paused Their IRA Withdrawals Completely in 2025
10:12 Covering Cash Flow Without Triggering New Taxes
11:09 The $44K Charitable Move That Saved Them Thousands
12:30 Now We Had Room — Executing a Precise $40K Roth Conversion
13:39 Should You Skip the Roth and Pay Zero Capital Gains Tax Instead?
14:20 Flattening the Tax Curve vs. Chasing Short-Term Savings
15:00 If You Found This Helpful, Here’s Where to Go Next…
Read More
By: Retire Confidently | Anthony Saffer & Alex Okugawa
Title: The PERFECT Retirement Tax Plan (Step by Step Guide)
Sourced From: www.youtube.com/watch?v=m6TpQWaoUsA
-------------------------------
Did you miss our previous article...
https://trendingintaxation.com/videos/estate-planning-basics-for-2025
