Josh Scandlen Podcast

Do you know how Social Security benefits are taxed? State income taxes? How Medicare premiums are calculated? Ever heard of NIIT? What your RMDs (Required Minimum Distributions) will do to your tax bracket? How about other lump sum distributions? What kind of taxes will your surviving spouse pay? How about the taxes you pass on to your kids?   All of the above will be affected by distributions from your tax-deferred retirement accounts. In this book I’ll share with you example after example of how your tax-deferred accounts can greatly increase your overall taxes and even Medicare premiums.  The numbers, once they’re laid out for you to see, simply cannot be refuted.   In this book, you will see how the Roth is the most powerful financial planning tool ever created to increase your family’s wealth. Unfortunately, most people do not understand the significant benefits of the Roth. They see it only as a pay-tax-now vs. pay-tax-later option.  The typical analysis as to whether or not one shou