Tax form

Episode 90: WARNING – Taxes Are Likely Heading Higher

Oct 1, 2020

On this episode, Jerry and Nick talk about the future of taxes in retirement and they provide some pro-tips that are direct from their book Defuse – The 7 Steps To Saving Your 401k from the IRS.

Here are just a handful of the things that we'll discuss:

  • What taxes will likely be in the future and how it could affect your retirement.
  • The 3 types of tax buckets and which one is the most advantageous for you.
  • The concept of paying taxes on the Seed vs. The Harvest and how to make it work for you.
  • One unique strategy that can help you still give to your charity and still get a tax benefit from doing so.



Get your complimentary copy of Defuse - The 7 Steps To Saving Your 401k from the IRS