Pivot with Darryl Lyons

The 3 Types of Tax Diversification


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Nothing is certain except death and taxes.

One of the most painful experiences is to lose your hard earned money to a tax trap. The state did nothing to help you accomplish your capital gains.

But the IRS only has one goal: Extract as much money from you as humanly possible.

But if you know about the 3 ways to diversify your taxes now, you’re all set for a trouble-free retirement down the road.

In today’s episode, you’ll discover how non-qualified accounts minimize taxes when you sell a stock, how you can nullify taxes on dividends, and how moving the pay day for taxes forward protects you from taxes when you retire.

Listen now!

Show highlights include:

  • How to sell a stock so the IRS takes the least from your capital gains (4:01)
  • How tax-deferred accounts compound your dividends (while you reduce your income taxes today) (6:22)
  • The “Required Minimum Distribution Age” trap that looms over your finances (and how to avoid it) (7:47)
  • How Roth IRAs make you pay now (and allow a tax-free life in retirement) (9:20)

Disclosure:

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Pivot with Darryl LyonsBy Darryl Lyons

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