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How to pay $0 in tax on a high income (NO Roth conversions needed!)

20.3K views· 750 likes· 7:47· Jun 22, 2024

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Take control of your retirement →https://www.ursadvisory.com/retirement-roadmap Watch to learn how one couple paid $0 in tax on their retirement income and how they can save $86,000 over their lifetime WITHOUT a Roth Conversion. 0:00 Introduction 1:53 The Case Facts 3:21 Conventional Wisdom 4:05 How they pay $0 in tax 6:03 How they save $86,000 over their lives POPULAR RETIREMENT VIDEOS: 1) How to Invest Once You Retire- The Bucketing Strategy: https://www.youtube.com/watch?v=_1Z-JjqfSFs&t=2s 2) The 5 Biggest Expenses in Retirement: https://www.youtube.com/watch?v=N2efeEUAC4U&t=95s 3) Can You Retire On $1,500,000?: https://www.youtube.com/watch?v=kBKuE9wX4aQ 4) Can You Retire On $500,000?: https://www.youtube.com/watch?v=1mBLL5LkI9A 5) Secure Act 2.0: NEW Rules for 2024 https://www.youtube.com/watch?v=T7Ll-6wHvfk Join our Email List: https://mailchi.mp/ursadvisory/stay-connected Schedule a 20-minute Conversation: https://calendly.com/admin-ozrj Opinions expressed herein are solely those of URS Advisory. All written content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your financial adviser or qualified professional before making any financial decisions. #retirementplanning #retirementsavings #retirementinvesting #retirementadvice #retirementpreparation #investingtips #investing #financialplanning #retirewithjulia #financialeducation #financialfreedom #certifiedfinancialplanner #riskmanagement #insuranceplan #investmentplan #taxplanning

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