Episodios

  • TAX SMART TAX ZERO - EP 1 - INTRODUCTION
    May 21 2020

    Most people simply ignore taxation through the 4 phases of wealth.

    Instead of understanding the three tax buckets, they arrive at retirement with huge 401(k)’s in the tax-deferred bucket, and ignore the taxable and most importantly, tax-free bucket.

    How can the middle- class millionaire, average Joe and Jane, be so unprepared about how to protect their wealth using tax loopholes like the wealthy 1 percenters do?

    Easy.

    Welcome to the Tax-Smart Tax Zero podcast.

    This is a show all about TAX-FREE wealth. Financial advisors sell rate of return, annuity salesman sells what else annuities and part-time tax preparers sell 1040 to submit on April 15th.

    But the real goal is to implement STRATEGIC tax planning!We invite you to take the journey and explore the Path To the 0% Tax Bracket.

    It's time to Divorce Uncle Sam From Your Wealth!

    Welcome to the world of your host, noted Tax Attorney and Private Wealth Strategist,

    We cordially invite you to start your journey to tax-free wealth.

    Karen Scott Mims, ESQ.

    JOIN THE MAILING LIST: https://www.signup.taxsmarttaxzero.com

    VISIT OUR WEBSITE: https://www.KARENSCOTTMIMS.com

    Más Menos
    9 m
  • TAX SMART TAX ZERO - EP 2 - PRIVILEGE
    May 21 2020

    Most people simply ignore taxation through the 4 phases of wealth.

    Instead of understanding the three tax buckets, they arrive at retirement with huge 401(k)’s in the tax-deferred bucket, and ignore the taxable and most importantly, tax-free bucket.

    How can the middle- class millionaire, average Joe and Jane, be so unprepared about how to protect their wealth using tax loopholes like the wealthy 1 percenters do?

    Easy.

    Welcome to the Tax-Smart Tax Zero podcast.

    This is a show all about TAX-FREE wealth. Financial advisors sell rate of return, annuity salesman sells what else annuities and part-time tax preparers sell 1040 to submit on April 15th.

    But the real goal is to implement STRATEGIC tax planning!We invite you to take the journey and explore the Path To the 0% Tax Bracket.

    It's time to Divorce Uncle Sam From Your Wealth!

    Welcome to the world of your host, noted Tax Attorney and Private Wealth Strategist,

    We cordially invite you to start your journey to tax-free wealth.

    Karen Scott Mims, ESQ.

    JOIN THE MAILING LIST: https://www.signup.taxsmarttaxzero.com

    VISIT OUR WEBSITE: https://www.TAXSMARTTAXZERO.com

    Más Menos
    29 m
  • TAX SMART TAX ZERO - EP 3 - SIMILAR BUT SABOTAGED
    May 21 2020

    For most people turning age 65 signals the end of employer provided healthcare and the start of Medicare. While Medicare offers the same coverage to everyone and provides lots of choices, there is one item for which you aren't necessarily given a choice; that of cost. Join us as we discuss the "Medicare Cliff", IRMAA and much more that you thought you understood but perhaps never really did!!!

    We cordially invite you to start your journey to tax-free wealth.

    Karen Scott Mims, ESQ.

    JOIN THE MAILING LIST: https://www.signup.taxsmarttaxzero.com

    VISIT OUR WEBSITE: https://www.TAXSMARTTAXZERO.com

    Más Menos
    29 m
  • TAX SMART TAX ZERO - EP 4 - THE DISTRIBUTION PHASE
    May 21 2020

    In the Wealth Accumulation phase there is little concern about the 4 tax buckets and the tax deferred bucket seems like a no-brainer. What happens when Average Joe and Jane have over $1million dollars of tax deferred money and reach age 72? RMD's allow the IRS to control your funds and stick you with a 50% penalty even if you don't need to withdraw the funds. It's time to take back control and consider the "untouchable" IRS bucket.......let us show you how!!!

    We cordially invite you to start your journey to tax-free wealth.

    Karen Scott Mims, ESQ.

    JOIN THE MAILING LIST: https://www.signup.taxsmarttaxzero.com

    VISIT OUR WEBSITE: https://www.TAXSMARTTAXZERO.com


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    29 m
  • TAX SMART TAX ZERO - EP 5 - WHAT THE HEALTH IS "45" DOING?
    May 22 2020

    We cordially invite you to start your journey to tax-free wealth.

    Karen Scott Mims, ESQ.

    JOIN THE MAILING LIST: https://www.signup.taxsmarttaxzero.com

    VISIT OUR WEBSITE: https://www.KARENSCOTTMIMS.com

    Más Menos
    29 m
  • TAX SMART TAX ZERO - EP 6 - CRD’S & THE $100K GIFT INSIDE
    May 22 2020

    What are Corona Virus Related Distributions (CRD's)? Under normal circumstances, your 401(k) funds are held hostage by your employer with severe penalties for any attempt of access prior to age 59 1/2. In the midst of a pandemic, this special opportunity has been granted but must be used by year end. Let's explore its MANY TAX benefits!!!!

    Karen Scott Mims, Esquire.

    https://www.taxsmarttaxzero.com/

    Más Menos
    30 m
  • TAX SMART TAX ZERO - EP 7- THE NEW ROI
    Jun 5 2020

    All through the "Wealth Accumulation" phase, you focused on rate of return and took enormous amounts of uncalculated risk to achieve it. But when the paycheck is over and W-2 status just a memory, you'll find that CFR or cash flow in retirement isn't about sexy and exciting returns. Average Joe and Jane realize that stable, predictable, "mail-box money" that comes every month forever is what they really want. Forget Return On Investment (ROI).......they want Reliability Of Income (ROI)!!!

    We cordially invite you to start your journey to tax-free wealth.

    Karen Scott Mims, ESQ.

    JOIN THE MAILING LIST: https://www.signup.taxsmarttaxzero.com

    VISIT OUR WEBSITE: https://www.TAXSMARTTAXZERO.com

    Más Menos
    31 m
  • TAX SMART TAX ZERO - EP 8 - THE CARES ACT
    Jun 20 2020

    In early March of 2020, the C.A.R.E.S. Act was enacted into legislation. Is this a possible hidden Roth IRA opportunity?

     We cordially invite you to start your journey to tax-free wealth.

    Karen Scott Mims, ESQ.

    JOIN THE MAILING LIST: https://www.signup.taxsmarttaxzero.com

    VISIT OUR WEBSITE: https://www.KARENSCOTTMIMS.com

    Más Menos
    32 m