Healthy Wealth

034: Are You Looking To Get Into The 0% Tax Bracket


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OVERVIEW:

Erik shares thoughts on how to get into the 0% tax bracket at retirement since we do not know what taxes are going to be in the future.  

EPISODE HIGHLIGHTS:
  • To get into the 0% tax bracket we have to be able work our exemptions, deductions, retirement accounts, and social security together by intention so we do not pay taxes legally in retirement.      
  • A lot of the concepts are ones we do not learn about in school and are typically reserved for the top 1-3%.     
TWEETABLE QUOTES:
  • “There are ways where we can put our money away and it will grow for us tax deferred and be pulled out tax free.” –Erik Smith  

  • “You don’t have to like life insurance, but you can like it a little bit more than the IRS.” –Erik Smith  
RESOURCES MENTIONED: 
  • Schedule a time to talk with Erik.
  • Find Erik on InstagramFacebookLinkedIn and Twitter
  • "Power Of Zero" by David McKnight
...more
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Healthy WealthBy Erik Smith

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