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Retirement Tax Rates Are Lower Than Most People Think | The Guided Path S5E2

Zacc Call | Money Education

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Retirement Tax Rates Are Lower Than Most People Think | The Guided Path S5E2

28 206 просмотров · 2 месяца назад
Zacc Call | Money Education
21,8 тыс. подписчиков
28 206 просмотров · 2 месяца назад
For important disclosures, visit: https://www.capitafinancial.com/discl... 💰 Most people have been told retirement taxes will be devastating. But what if the real math tells a completely different story? In this episode of The Guided Path, Zacc walks through a real-world retirement tax example showing how a retired couple generates $130,000 of annual retirement income while paying just $1,805 in federal income taxes. The result surprises almost everyone, and it highlights how retirement taxes actually work when you understand the rules. 📌 In this episode, you'll learn: Why Roth accounts can dramatically change retirement taxes How IRA withdrawals impact your tax return The power of deduction stacking in retirement ⚠️ Many retirees assume every dollar of retirement income is taxed the same way. It isn't. Understanding how Social Security, IRAs, Roth accounts, brokerage accounts, deductions, and capital gains work together can dramatically change your retirement tax picture. 🎯 Whether you're retired, nearing retirement, or building a long-term retirement income strategy, this episode will help you understand the tax system and make more informed financial decisions. LINKS MENTIONED IN VIDEO 📺 Guided Path Season 2 (Roth Conversion Deep Dive):    • The Guided Path - Season 2 - All About tha...   📺 Your Best Financial Year Series:    • January Week 1 of Your Best Financial Year...   🔗 Learn more about Capita Financial Network: https://www.capitafinancial.com/ 🎧 Subscribe to @ZaccMoneyEducation for principle-based retirement and investing education designed to help you build long-term wealth.