The Retirement Nerds

Stop Losing Money to Taxes When You Understand America's Tax Basics with Zacc Call


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As you prepare to file your taxes, you will want to understand how your taxes are calculated to ensure you are making the most of your tax situation. There are different types of income, tax rates, and the progressive tax structure of the United States tax code.

Zacc Call goes over how to simplify the taxation in America and where they may be some opportunities for you as you plan your tax filings.
Get the full Money & Mind eBook for Free here:
https://theretirementnerds.com/money-mind/
Get the Tax-Specific Money & Mind article here:
https://cdn.prod.website-files.com/61bbaf4759074aa904a63ee6/67927ae3cb05c724e0aa9cbf_Tax.pdf
Get the Free Social Security Taxability Worksheet here:
https://theretirementnerds.com/social-security-worksheet/
Connect with Zacc's team here:
https://www.capitafinancialnetwork.com/
Check out our resources at https://TheRetirementNerds.com/
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⏰ TIME CODES ⏰
0:00 Intro
1:00 Tax Equation
3:05 Progressive Tax Brackets
6:40 Retiree Tax Situation Realities
9:55 Ways to File Relationships
13:59 Different Types of Income
16:46 Long Term Capital Gains
19:20 Tracking Lots
24:01 Long Term Capital Gain Rates
28:30 Qualified Dividends
32:04 Interest Income
34:21 Unrealized Capital Gains
38:35 Standard vs Itemized Deduction
42:01 Charitable Giving
46:34 Final Summary
50:13 Modified Adjusted Gross Income
52:23 Giveaway
54:08 Where to get help
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#tax #taxplanning #taxes #retirementnerds
Federal Disclaimer:
We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1-800-MEDICARE to get information on all your options.


Disclosure:

This podcast is intended for informational purposes only, and is not a substitute for personal advice from Capita. This is not a recommendation, offer, or solicitation to buy or sell any security. Past performance is not indicative of future results. There can be no assurance that investment objectives will be achieved.
Different types of investments involve varying degrees of risk, including the loss of money invested. Therefore it should not be assumed that future performance of any specific investment or investment strategy, including the investments or investment strategies recommended or proposed by Capita will be profitable. Further, Capita does not provide legal or tax advice. Please consult with your legal or tax professional for advice prior to implementing any strategies discussed during this podcast.
Certain information discussed during this podcast is based upon forward-looking statements, information and opinions, including descriptions of anticipated market changes and expectations of future activity. Capita believes that such statements, information and opinions are based upon reasonable estimates and assumptions. However, forward-looking statements, information and opinions are inherently uncertain and actual events or results may differ materially from those reflected in the forward-looking statements. Therefore, undue reliance should not be placed on such forward-looking statements, information, and opinions. Registration with the SEC does not imply a certain level of skill or training.

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The Retirement NerdsBy Erik Soderborg

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