Divorce the IRS: Defusing the Tax...
Divorce the IRS: Defusing the Tax Time Bombs Hidden in Your Freedom Plan with Jimmy Miller

Escape The Clock: How to Become Financially Free and Have th... di Daniel C. Rodgers

Note sull'episodio

That tax deduction you took wasn't a gift. It was a loan from the IRS, and the bill is coming due.

Daniel sits down with Jimmy Miller, fiduciary financial advisor, founder of Baobab Wealth Abroad, and author of Divorce the IRS, to expose the tax time bombs ticking inside tax-deferred retirement accounts. They break down the myth of the lower tax bracket in retirement, why a Roth conversion works like refinancing a mortgage, the four account buckets every freedom plan needs, and the tax surprises waiting for anyone dreaming of retiring abroad, where some countries tax a Roth like a regular brokerage account.

Chapters:

  • 00:00 — A Loan From the IRS
  • 01:47 — The Taxation Time Bomb
  • 03:56 — A Loan With Terrible Terms
  • 05:21 — Eight Bombs & the Wet Snowball
  • 07:18 — The Myth  ... 
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Parole chiave
retirement tax planningtax trapsroth conversion strategyrequired minimum distributionstax-deferred retirement accounts401k taxesgeographic arbitrageUS expat taxesretiring abroadeliminating tax drag