Simple Ways to Control Your Taxes In Retirement

Video Description

Are you looking for ways to reduce the taxes on your income? Zacc Call goes over tax strategies from simple to more advanced. Schedule a free call with Zacc’s team to review your tax saving opportunities: https://theretirementnerds.com/contact-us/ Other Resources: Free Social Security Taxability Worksheet: https://theretirementnerds.com/social-security-worksheet/ Free Money and Mind Ebook: https://theretirementnerds.com/money-mind/ Free Retirement Nerds Newsletter: https://theretirementnerds.com/newsletter/ The 7 Prosperity Projects Book: https://amzn.to/4dvxWgA Services: The Retirement Nerds partners help with:MedicareSocial Security Planning Financial Planning Investment Management Estate Planning (Wills & Trusts) Contact us if you need help with any of these topics:https://theretirementnerds.com/contact-us/ Other Related Videos: https://youtu.be/6kcQKDku7IA https://youtu.be/giSf4ZBeWMQ https://youtu.be/ZetbFdEqi2A https://youtu.be/VHHNYdpVwrU https://youtu.be/8uC1lgkZUWE https://youtu.be/voWbWZ9tu04 Connect: Website: https://theretirementnerds.com/ LinkedIn: https://www.linkedin.com/in/eriksoderborg/ TikTok: https://www.tiktok.com/@retirementnerds If you liked the video, please give it a "Thumbs up!" and subscribe to see more! #Taxes #avoidtaxes #paylesstaxes #tax #retirementnerds #eriksoderborg #zacccall #capita #capitafinancialnetwork #taxplanning ⏰ TIME CODES ⏰ 0:00 High Level Strategy 3:44 The Line 7:20 Tax Refund Mistake 9:16 Modified Adjusted Gross Income 15:35 More Income Control 21:15 Long Term Capital Gains 25:23 Dividend Strategy Pros & Cons 31:20 Taxable Investment Portfolios 34:26 Capital Gain Harvesting 36:25 Tax Loss Harvesting 42:41 Fund Efficiency 45:56 Asset Location Strategies 48:57 Charitable Contribution Strategies 57:59 Qualified Charitable Distribution 1:01:08 Bunching 1:02:52 Donor Advised Fund 1:09:08 Roth Conversions 1:12:10 Health Savings Accounts 1:15:12 Marginal Tax Management 1:16:58 State-Specific Strategies 1:18:43 Timing Matters 1:26:42 Where to Get Help 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.