Great video. I got lucky on my inherited IRA. My Dad passed away in 2020 when I was 59 and in peak earning in 37% bracket. Thanks to IRS turtle speed, RMDs were not required for 2020 through 2024. RMDs start in 2025. I retired this year and are now in the 12% bracket. I will defer SS giving me 6 years to deplete the accounts under the 10 year rule.
You provided a couple freebies, which are valuable for people who haven't really looked into how they are taxed. However, I think the most valuable freebie for people who are trying to plan their future is this: I know you are doing tax planning well into the future. What marginal tax rates are you plugging into your projections? I know about the rates returning to the 2017 levels in 2026 (if Congress does nothing), but what are you thinking for 2030 or 2035 or 2040/ Obviously, no one KNOWS, but you must be making projections.
![Chino Pacas - Modo Capone (with Drake & Fuerza Regida) [Video Oficial]](http://i.ytimg.com/vi/zjv8TQ0gBkg/mqdefault.jpg)
![Chino Pacas - Smith (ft. Junior H & Fuerza Regida) [Video Visualizador Oficial]](http://i.ytimg.com/vi/BVK6k56X30Y/mqdefault.jpg)
HOW can you NOT have more views on RUclips??? What is WRONG with RUclips! GHEEZE!!! THIS is a GREAT CHANNEL! Makes you learn and THINK real good!
Great video. I got lucky on my inherited IRA. My Dad passed away in 2020 when I was 59 and in peak earning in 37% bracket. Thanks to IRS turtle speed, RMDs were not required for 2020 through 2024. RMDs start in 2025. I retired this year and are now in the 12% bracket. I will defer SS giving me 6 years to deplete the accounts under the 10 year rule.
Great talk guys
You provided a couple freebies, which are valuable for people who haven't really looked into how they are taxed. However, I think the most valuable freebie for people who are trying to plan their future is this: I know you are doing tax planning well into the future. What marginal tax rates are you plugging into your projections? I know about the rates returning to the 2017 levels in 2026 (if Congress does nothing), but what are you thinking for 2030 or 2035 or 2040/ Obviously, no one KNOWS, but you must be making projections.
I would love to work with Steven Jarvis with my client base.
I thought Roth IRA distributors don’t affect social security tax ?
45% tax?
Way too much time talking about the value of CPA’s and financial advisors.