Sign up to save your podcasts
Or
Share Tax Strategy for Retirement
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
Tax Strategy for Retirement
BawldGuy audio with Jeff Brown and our guest Dave Shafer.
Topics:
1. AT 35 a couple wish to retire at 50. What tax free income would be generated if they did the following? $1,500/mo indexed to inflation for 15 years. Followed by the same premium amount for the next 15 years. (Feel free to add in a small ‘jumpstart’ amount, as per usual, Dave. That goes for each scenario.)
2. An investor sells one of his rentals netting nearly all of the proceeds tax free. He’s 45 and wishes to stop working around 65. His net proceeds were $350k. What tax free income would be generated?
3. A 25 year old young lady can afford $250/mo with a goal to retire at 55 years old. If she jumpstarts the policy with $2k, what would her tax free income be in 30 years?
4. A 50 year old inherits $100k. They know all they’ll have at retirement is Social Security for income. What tax free income could they generate in 15 years from this amount?
View all episodes
By BawldGuy, Jeff Brown
5
11 ratings
BawldGuy audio with Jeff Brown and our guest Dave Shafer.
Topics:
1. AT 35 a couple wish to retire at 50. What tax free income would be generated if they did the following? $1,500/mo indexed to inflation for 15 years. Followed by the same premium amount for the next 15 years. (Feel free to add in a small ‘jumpstart’ amount, as per usual, Dave. That goes for each scenario.)
2. An investor sells one of his rentals netting nearly all of the proceeds tax free. He’s 45 and wishes to stop working around 65. His net proceeds were $350k. What tax free income would be generated?
3. A 25 year old young lady can afford $250/mo with a goal to retire at 55 years old. If she jumpstarts the policy with $2k, what would her tax free income be in 30 years?
4. A 50 year old inherits $100k. They know all they’ll have at retirement is Social Security for income. What tax free income could they generate in 15 years from this amount?