Say Goodbye to Taxes in Retirement - The Ultimate Guide for 100% Tax-Free Income!
23.4 هزار بار بازدید -
2 سال پیش
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Are you looking for ways
Are you looking for ways to create a future tax-free retirement income? In this video, Colin Exelby, CFP® shows you how to create a tax-free retirement income that's independent of your job. This video is a combination of the best parts of the playlist "How to Create a 100% Tax-Free Retirement Income".
There are a few important keys to ensuring your retirement income is tax-free. In this video, we'll discuss ways to save, invest and create a retirement income that can be 100% tax-free! By following these tips, you can ensure that your retirement is as tax-free as possible!
TIME STAMPS :
00:00 Hope is Not a Strategy
05:11 How to Keep Your Social Security Tax-Free
09:45 The Sweet Spot in the Tax Code
14:56 How to Calculate your Ideal 401k value at Retirement
22:21 Benefits of the Roth IRA and Roth 401(k)
33:56 Are Roth IRA Conversions Worth It in 2023?
42:26 The Health Savings Accounts (HSA) Advantage
49:51 Whole Life Insurance: Good or Bad?
58:11 Surprising Truth about Reverse Mortgages
1:09:06 Building Your Path Toward Prosperity
Great Financial Planning Tools:
★☆★ Rocket Money (originally called as TrueBill) ★☆★
https://rocketmoney.sjv.io/c/3206925/...
★☆★Personal Capital ★☆★
https://personalcapital.sjv.io/c/3206...
★☆★Gusto Bookkeeping★☆★
https://gusto.pxf.io/a1MobN
Sources:
★☆★ The New Retirement Savings Time Bomb: How to Take Financial Control, Avoid Unnecessary Taxes, and Combat the Latest Threats to Your Retirement Savings ★☆★
https://amzn.to/3PEK8Bw
★☆★ The United States Social Security Administration Website ★☆★
https://www.ssa.gov/
★☆★Urban-Brookings Tax Policy Center ★☆★
https://tpc.io/3PEw3Ej
★☆★Future Value Calculator★☆★
https://bit.ly/3BGYcon
★☆★Right Capital★☆★
https://www.rightcapital.com/
★☆★ Lord of the Roths: How Tech Mogul Peter Thiel Turned a Retirement Account for the Middle Class Into a $5 Billion Tax-Free Piggy Bank ★☆★
https://bit.ly/3VhFniE
★☆★ PSCA’s most recent survey ★☆★
https://bit.ly/3Wbwxny
★☆★ Wall Street Journal Article: Wow, Did We Get a Lot of Questions About the Roth 401(k)★☆★
https://on.wsj.com/3FFhyeF
★☆★HSA Chart 2022★☆★
https://celestialwm.com/wp-content/up...
★☆★Qualified Medical Expenses (QME) I HealthEquity★☆★
https://healthequity.com/qme
★☆★Employee Benefits Research Institution 2021 ★☆★
https://bit.ly/3FE3It1
★☆★ U.S. Department of Housing and Urban Development (HUD) ★☆★
https://www.hud.gov/
★☆★Suzie Orman Says Yes to Reverse Mortgages★☆★
https://www.mlsreversemortgage.com/su...
★☆★ Using Current Tax Brackets to Create Tax-Free Income. ★☆★
CREATE Tax-Free Income By Using the C...
★☆★ How to Create a 💯 % Tax-Free Retirement Income PLAYLIST ★☆★
How to Create a 💯 % Tax-Free Retireme...
★☆★ Celestial Wealth Management Website★☆★
https://celestialwm.com/
★☆★ Case Studies ★☆★
https://celestialwm.com/case-study/
★☆★ Book Your Free Consultation! ★☆★
https://celestialwm.com/free-consulta...
[About] Colin Exelby is a Certified Financial Planner Professional™ or CFP®. He owns the virtual financial advisory practice Celestial Wealth Management.
I provide financial planning for business owners and their families that makes sense.
Transformational change is made when you focus on the big picture. My goal is to help you think outside the box about your life, your money, and your health to be the best you can possibly be.
We strive to help you:
*Optimize Your Cash Flow
*Minimize Your Taxes
*Build Your Net Worth
*Create a Lasting Legacy
➡️ ➡️Free Guide Here: https://celestialwm.com/ptpebook-go/⬅️⬅️
If this sounds like what you are looking for then hit the subscribe button right here and I'll see you in the comments!
Affiliate Link Disclaimer: I only recommend products I would use myself and all opinions expressed here are our own. This post may contain affiliate links that at no additional cost to you, I may earn a small commission. Read full privacy policy at celestialwm.com.
TAGS - Financial Freedom: How to Pay Zero Tax in Retirement,retirement planning for business owners,certified financial planner,celestial wealth management,retirement,retirement planning,planning for retirement?,tax-free retirement,100% Tax Free Income Stream in Retirement,Social Security,tax-free social security,current tax brackets,calculate 401k value,roth ira,roth 401k,health savings account,HSA,Whole Life Insurance,Reverse Mortgages,Roth IRA Conversions,HSAs, tax bracket changes, tax loopholes, investopads, nomad capitalist, using current tax brackets to create tax-free income, health savings accounts explained, roth accounts, traditional IRA, When Does Roth Conversions Make Sense?, roth conversions 2022, house loan, home loan, reverse mortgages explained, tax-free income, social security taxes in retirement, How is Social Security Taxed, retirement plan, retirement strategies, financial tips, financial literacy, financial education, finance
There are a few important keys to ensuring your retirement income is tax-free. In this video, we'll discuss ways to save, invest and create a retirement income that can be 100% tax-free! By following these tips, you can ensure that your retirement is as tax-free as possible!
TIME STAMPS :
00:00 Hope is Not a Strategy
05:11 How to Keep Your Social Security Tax-Free
09:45 The Sweet Spot in the Tax Code
14:56 How to Calculate your Ideal 401k value at Retirement
22:21 Benefits of the Roth IRA and Roth 401(k)
33:56 Are Roth IRA Conversions Worth It in 2023?
42:26 The Health Savings Accounts (HSA) Advantage
49:51 Whole Life Insurance: Good or Bad?
58:11 Surprising Truth about Reverse Mortgages
1:09:06 Building Your Path Toward Prosperity
Great Financial Planning Tools:
★☆★ Rocket Money (originally called as TrueBill) ★☆★
https://rocketmoney.sjv.io/c/3206925/...
★☆★Personal Capital ★☆★
https://personalcapital.sjv.io/c/3206...
★☆★Gusto Bookkeeping★☆★
https://gusto.pxf.io/a1MobN
Sources:
★☆★ The New Retirement Savings Time Bomb: How to Take Financial Control, Avoid Unnecessary Taxes, and Combat the Latest Threats to Your Retirement Savings ★☆★
https://amzn.to/3PEK8Bw
★☆★ The United States Social Security Administration Website ★☆★
https://www.ssa.gov/
★☆★Urban-Brookings Tax Policy Center ★☆★
https://tpc.io/3PEw3Ej
★☆★Future Value Calculator★☆★
https://bit.ly/3BGYcon
★☆★Right Capital★☆★
https://www.rightcapital.com/
★☆★ Lord of the Roths: How Tech Mogul Peter Thiel Turned a Retirement Account for the Middle Class Into a $5 Billion Tax-Free Piggy Bank ★☆★
https://bit.ly/3VhFniE
★☆★ PSCA’s most recent survey ★☆★
https://bit.ly/3Wbwxny
★☆★ Wall Street Journal Article: Wow, Did We Get a Lot of Questions About the Roth 401(k)★☆★
https://on.wsj.com/3FFhyeF
★☆★HSA Chart 2022★☆★
https://celestialwm.com/wp-content/up...
★☆★Qualified Medical Expenses (QME) I HealthEquity★☆★
https://healthequity.com/qme
★☆★Employee Benefits Research Institution 2021 ★☆★
https://bit.ly/3FE3It1
★☆★ U.S. Department of Housing and Urban Development (HUD) ★☆★
https://www.hud.gov/
★☆★Suzie Orman Says Yes to Reverse Mortgages★☆★
https://www.mlsreversemortgage.com/su...
★☆★ Using Current Tax Brackets to Create Tax-Free Income. ★☆★
CREATE Tax-Free Income By Using the C...
★☆★ How to Create a 💯 % Tax-Free Retirement Income PLAYLIST ★☆★
How to Create a 💯 % Tax-Free Retireme...
★☆★ Celestial Wealth Management Website★☆★
https://celestialwm.com/
★☆★ Case Studies ★☆★
https://celestialwm.com/case-study/
★☆★ Book Your Free Consultation! ★☆★
https://celestialwm.com/free-consulta...
[About] Colin Exelby is a Certified Financial Planner Professional™ or CFP®. He owns the virtual financial advisory practice Celestial Wealth Management.
I provide financial planning for business owners and their families that makes sense.
Transformational change is made when you focus on the big picture. My goal is to help you think outside the box about your life, your money, and your health to be the best you can possibly be.
We strive to help you:
*Optimize Your Cash Flow
*Minimize Your Taxes
*Build Your Net Worth
*Create a Lasting Legacy
➡️ ➡️Free Guide Here: https://celestialwm.com/ptpebook-go/⬅️⬅️
If this sounds like what you are looking for then hit the subscribe button right here and I'll see you in the comments!
Affiliate Link Disclaimer: I only recommend products I would use myself and all opinions expressed here are our own. This post may contain affiliate links that at no additional cost to you, I may earn a small commission. Read full privacy policy at celestialwm.com.
TAGS - Financial Freedom: How to Pay Zero Tax in Retirement,retirement planning for business owners,certified financial planner,celestial wealth management,retirement,retirement planning,planning for retirement?,tax-free retirement,100% Tax Free Income Stream in Retirement,Social Security,tax-free social security,current tax brackets,calculate 401k value,roth ira,roth 401k,health savings account,HSA,Whole Life Insurance,Reverse Mortgages,Roth IRA Conversions,HSAs, tax bracket changes, tax loopholes, investopads, nomad capitalist, using current tax brackets to create tax-free income, health savings accounts explained, roth accounts, traditional IRA, When Does Roth Conversions Make Sense?, roth conversions 2022, house loan, home loan, reverse mortgages explained, tax-free income, social security taxes in retirement, How is Social Security Taxed, retirement plan, retirement strategies, financial tips, financial literacy, financial education, finance
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