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In this episode, we ask:
- What is better than a five star review?
- Who needs to hear this?
- Who wants a FREE book?
- When is the time to make changes to your tax situation?
- Would you like to hear Episode 290 and Episode 291?
- Who wants multiple streams of tax-free income?
- How many streams are we talking about?
- How many streams of income does Ryan Reger have? Would you like to hear Episode 76?
- What provides a series of tax advantages?
- What happens if the IRS changes the rules?
- What about social security?
- What is the correct time to take social security benefits?
- What are the factors that play into this decision?
- What happened to social security rules in the 1980s?
- How much of your social security check is taxable?
- What about Roth IRA conversions?
- What tax trap is easy to fall into?
- Why is it smart to do a piece meal, internal, multi-year conversion?
- What did Nelson Nash say?
- Who is getting a guaranteed income stream?
- How might one spread out the tax liability?
- Is there still time?
- What is the standard deduction?
- What about an income annuity?
- What about an example?
- When were you taxed?
- What about a recap?
- What about some counter-intuitive strategies?
- What about muni-bonds?
- What about tax on muni-bonds?
- How does this affect social security?
- How much will you pay in tax?
- How many states charge tax on muni-bonds?
- What are the rates?
- What about call risk?
- What about reverse mortgages?
- What are the takeaways?
- What about future taxes?
- What about putting all your eggs in one tax-free basket?
- Does your CPA think beyond this year?
- Would you like to join us next week?
