“We've got a flat tax rate... contribute, pay 15% tax, 10% capital gains tax until retirement. And then you pay no tax.”
SW
Stuart Weems
Investopoly ·
“It saves people potentially tens or hundreds of thousands of dollars over their lifetime by being intentional.”
Retire Right Radio · Running Out of Money in Retirement
Play from 22:52
22:52
Audio streams from the publisher’s own feed. Verbatim does not host or copy it.
What was described
shift clients from tax preparation (backward-looking) to tax planning (forward-looking)
Said nearby on the same subject
“Records sold in Britain back then carried a tax of 33% but exports were tax free … he loaded the stock into a van … turned around … pocketing the tax”
RB
Richard Branson
Great Business Stories ·
“Put dividend investor where you don't have to pay taxes on those dividends every year over in those tax deferred tax-free growth accounts”
MJ
Marshall Johnson
Retire With Purpose - The Retirement Podcast ·
“We like to help families build these tax diversification strategies where you have some money taxable, some tax deferred, and obviously tax-free.”
♫
Said on Retire Right Radio
Moments like this, every Monday
The strongest new moments on your topics, in the speakers' own words. Free for three topics.
No card. No password. One-click unsubscribe.
Track a competitor?
Pro watches up to 25 names or phrases and emails you the morning after they are said.
See Pro, $29 a monthVerbatim quotes a short extract and links to the episode; the episode belongs to its publisher. Remove a show.