Trust the Plan Podcast with Nick Hopwood, CFP® and Jim Pilat, CFP®

EP 293: Tax Law Breakdown: Who Qualifies for Zero Taxes


Listen Later

On the Trust the Plan Podcast from Peak Wealth, Nick Hopwood, CFP® and Jim Pilat, CFP® open the episode with a conversation about Michigan football before shifting into a discussion on a recent Wall Street Journal article about changes to tax laws.

They explore how certain households, such as married couples with children or retirees, can end up in a zero percent federal tax situation through careful planning. The discussion covers strategies like managing income sources, using deductions, and timing withdrawals to take full advantage of the current tax code.

Peak Wealth Management is a financial planning and wealth management firm in Plymouth, MI. We believe by providing education and guidance, we inspire our clients to make great decisions so they can Retire With Peace of Mind.

Stay Connected With Us:

Podbean: findingtruewealth.podbean.com

YouTube: / @peakwealthmgmt

Apple: rb.gy/1jqp6 (Trust the Plan Podcast)

Facebook: Facebook.com/PeakWealthManagement

Twitter: Twitter.com/nhopwood1

www.peakwm.com

 

...more
View all episodesView all episodes
Download on the App Store

Trust the Plan Podcast with Nick Hopwood, CFP® and Jim Pilat, CFP®By NIck Hopwood, CFP and Jim Pilat, CFP

  • 4.9
  • 4.9
  • 4.9
  • 4.9
  • 4.9

4.9

14 ratings


More shows like Trust the Plan Podcast with Nick Hopwood, CFP® and Jim Pilat, CFP®

View all
MGoBlog: The MGoPodcast by MGoBlog

MGoBlog: The MGoPodcast

931 Listeners