The Truth About Taxes and Retirement

The Truth About Taxes and Retirement

Latest Episodes

33. Holiday Conversations About Hard Topics
December 01, 2021

The upcoming holidays present a wonderful opportunity to have important conversations with your family about many things, including topics such as healthcare planning, funeral planning, and who will g

32. Mega Backdoor Roth IRA Strategy
November 16, 2021

Would you like to put $58,000 into a Roth IRA this year, then grow that money, tax-free, until you retire, and then take it out as tax-free retirement income? In this episode, J Barry Watts introduces

31. How the TRULY-WEALTHY & the WORKING-WEALTHY DIFFER: Family Endowment Plans
November 02, 2021

Are you truly wealthy or working wealthy? What’s the difference between the two? For moderately wealthy people who don’t believe they have any tax strategy opportunities, this episode is for you. In t

30. Strengthening Your Family Through Legacy Trusts
October 15, 2021

Have you ever considered opening a trust for your family? Legacy trusts can ensure your family’s legacy for generations to come. In this episode, J Barry Watts discusses trusts and how valuable they c

29. Reducing Taxes on Your IRA or 401(K) Required Minimum Distributions
October 04, 2021

How do you figure out the required minimum distributions (RMD) on your retirement accounts? What are the taxes? Can you reduce or eliminate the taxes? In this episode, J Barry Watts and Eric Burlison

28. Taking The Mystery Out of Estate Planning
September 22, 2021

Estate planning can be complicated and may involve some uncomfortable conversations with family members and loved ones, albeit necessary. You want to be sure that your estate is going to the right peo

27. Everything You Ever Wanted to Know About Social Security But Were Too Afraid to Ask
August 30, 2021

Historically, many Americans have planned to rely on Social Security to get them through retirement. But what happens if Social Security isn’t enough to help you secure the retirement you want and kno

26. Don’t Let This Devastate Your Retirement
August 24, 2021

Not managing your sequence of returns risk properly could damage your retirement. In this episode, J Barry Watts helps you understand how to protect yourself and your retirement from this type of inve

25. Understanding the Investment Fees You Pay
August 10, 2021

Do you know which fees you pay on your investment account? How much are they? And if you don’t know, shouldn’t you? How can you find out what these fees are and where they come from? In this episode,

24. How to Protect Your Investments and Retirement from Risk
July 28, 2021

We know that risk is always involved in investing—in fact, we know that past performance cannot guarantee future results.  However, there are tools and strategies that exist that can help you protect