ZERO TAX on Retirement Income? Here's How!

Are you curious about how to pay 0% taxes on your retirement income? In this eye-opening video, financial planner Ari Taublieb shares his expert advice on creating a tax-free income in retirement.

Ari breaks down the three accounts that can help you achieve this goal. He dives into the benefits of a tax-deferred 401k, a tax-free Roth IRA, and a brokerage account that can be optimized to pay 0% taxes.

But that's not all – Ari reveals a brilliant strategy called tax gain harvesting, which allows you to pay 0% taxes on gains from your investments. By following his step-by-step instructions, you'll learn how to maximize your income while minimizing your tax liability. Ari also explores the importance of Roth conversions and the power of compound interest within a Roth IRA. Discover how to strategically pull income from different accounts to keep your tax burden as low as possible.

You can potentially have over $126,000 in tax-free income. Don't miss out on this valuable information – start planning for a tax-efficient retirement today!

Get ready to live your best life in retirement while paying less taxes!

Ari Taublieb, MBA is the Vice President of Root Financial Partners and a Lead Financial Planner (Fiduciary).

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[SunAtNight]

This video has been life-changing! Thank you.

[michaelcraig]

Yes, these are the rules for retirees. The principles outlined here are very important educationally. How to apply them should be in consultation with your personal tax advisor. There's a lot here to think about.

[wildfoodietours]

Love the idea of paying 0 taxes, but there's a caveat for those who retire early as you cannot access your 401k early without paying a 10% penalty. Correct me if I'm wrong, but if you retire early at say 51, you'd pay a penalty unless you did a roth conversion ladder from 46-55 to access those funds from 51-60, with 59.5 being the age when all retirement accounts become available without penalty. You also mentioned you can have $126, 950 completely tax free for a couple filing jointly, but I think the correct number is $89, 250 max capital gains at 0 tax rate + $27, 700 standard deduction = $116, 950.

[Bondbeer]

The issue is you can’t have any other income or you need to reduce the amount of cap gain. I would suggest that is a big challenge for someone that has access to over $100k of unrealized capital gain.

[davidfolts]

Thank you, Ari. Costs matter, so more minor tax tweaks often are better than large ones.😊

[richdewitt]

Ari, Very good video today, straight to the point, short and full of useful fun facts. Thank you. Rich

[fredwang]

Thanks, Great tips, my understanding is that these strategies work for anyone who has zero or low income for the year, not specifically for retirees ?

[holdencawffle]

Isnt this the same video as the other one?

[Binatasj]

You may not be paying taxes, but you wouldn’t qualify for ACA credit which means you’ll pay more on health insurance premium if you’re not eligible for Medicare, right?