<![CDATA[Tax Smart Tax Zero]]>85bb9f5c-3b73-5280-a0b4-00e0fce0e1d9Thu, 22 Jun 2023 20:52:13 +0000Captivate.fmKaren Scott Mims, ESQ..https://artwork.captivate.fm/77a4b2ce-11bd-45e7-b171-a6954463963b/ksm-new-logo-final-2020.jpgTax Smart Tax ZeroKaren Scott Mims, ESQ..Karen Scott Mims, ESQ..Most people simply ignore taxation through the 4 phases of wealth. Instead of understanding the three tax buckets, they arrive at retirement with huge 401(k)’s in the tax-deferred bucket, and ignore the taxable and most importantly, tax-free bucket. How can the middle- class millionaire, average Joe and Jane, be so unprepared about how to protect their wealth using tax loopholes like the wealthy 1 percenters do? Easy. Welcome to the Tax-Smart Tax Zero podcast. This is a show all about TAX-FREE wealth. Financial advisors sell rate of return, annuity salesman sells what else annuities and part-time tax preparers sell 1040 to submit on April 15th. But the real goal is to implement STRATEGIC tax planning! We invite you to take the journey and explore the Path To the 0% Tax Bracket. It's time to Divorce Uncle Sam From Your Wealth! Welcome to the world of your host, noted Tax Attorney and Private Wealth Strategist, Karen Scott Mims, Esquire.https://tax-smart-tax-zero.captivate.fmnoserialnopodcastTHE TRUTH ABOUT TAX PLANNINGTHE TRUTH ABOUT TAX PLANNINGIn this episode we talk about the "dirty little secrets" of tax planning.

We are in the remaining years of the Tax Cuts & Jobs Act, yet everyone seems to still focus on what they can't control (the stock market) and ignoring what they can control (taxes).

Tax Planning By A Tax Attorney.........we cordially invite you to make this the year that you stop overpaying taxes, permanently reduce your tax liability and stop being suckered by those perpetrating "tax advice" and the government planned designed for the masses.

The Millionaires In This Cul-de-Sac know the difference.

Ready for your 15 minute TAX S.M.A.R.T review? Click on the link below.

https://calendly.com/harbourpointe/15min

]]>In this episode we talk about the "dirty little secrets" of tax planning.

We are in the remaining years of the Tax Cuts & Jobs Act, yet everyone seems to still focus on what they can't control (the stock market) and ignoring what they can control (taxes).

Tax Planning By A Tax Attorney.........we cordially invite you to make this the year that you stop overpaying taxes, permanently reduce your tax liability and stop being suckered by those perpetrating "tax advice" and the government planned designed for the masses.

The Millionaires In This Cul-de-Sac know the difference.

Ready for your 15 minute TAX S.M.A.R.T review? Click on the link below.

https://calendly.com/harbourpointe/15min

]]>db691178-152f-4487-805a-8f6f408274a1Thu, 22 Jun 2023 09:00:00 -040017:50nofull1341341Karen Scott Mims, ESQ..EPISODE #33-WALL STREET VS MAIN STREETEPISODE #33-WALL STREET VS MAIN STREETDo you represent Wall Street or Main Street? Or, are you just the "Mom & Pop" investor who doesn't go beyond mutual funds and has really just been living a 401(k) existence? In other words, have you just been financing Wall Street and the 1%? We have been quietly rebelling against taxation and investing via the traditional methods.

Ready for a change?

We cordially invite you to start your journey to tax-free wealth.

Karen Scott Mims, ESQ.

JOIN OUR EMAIL LIST: https://www.signup.taxsmarttaxzero.com

VSIT OUR WEBSITE: https://www.TAXSMARTTAXZERO.com

]]>Do you represent Wall Street or Main Street? Or, are you just the "Mom & Pop" investor who doesn't go beyond mutual funds and has really just been living a 401(k) existence? In other words, have you just been financing Wall Street and the 1%? We have been quietly rebelling against taxation and investing via the traditional methods.

Ready for a change?

We cordially invite you to start your journey to tax-free wealth.

Karen Scott Mims, ESQ.

JOIN OUR EMAIL LIST: https://www.signup.taxsmarttaxzero.com

VSIT OUR WEBSITE: https://www.TAXSMARTTAXZERO.com

]]>e72291b9-8bce-4afa-8274-64b2a30e24d1Tue, 02 Feb 2021 09:00:00 -040020:38nofull1331331Karen Scott Mims, ESQ..EPISODE #32-THE EXTRA $185,000 TAX LIABILITY (DOCTORS GONE WRONG)EPISODE #32-THE EXTRA $185,000 TAX LIABILITY (DOCTORS GONE WRONG)You've just received great news about your bonus/settlement. The bad news is that it's taxable. How do you implement tax strategies to avoid being sent into a higher tax bracket? Average Joe and Jane have a issue to solve. We can help but leave those emotions at the door.

The "Core Four", business owners, real estate investors, physicians and executives need to battle excessive taxation and W-I-N. Let us show you how!!

We cordially invite you to start your journey to tax-free wealth.

Karen Scott Mims, ESQ.

JOIN OUR EMAIL LIST: https://www.signup.taxsmarttaxzero.com

VSIT OUR WEBSITE: https://www.TAXSMARTTAXZERO.com

]]>You've just received great news about your bonus/settlement. The bad news is that it's taxable. How do you implement tax strategies to avoid being sent into a higher tax bracket? Average Joe and Jane have a issue to solve. We can help but leave those emotions at the door.

The "Core Four", business owners, real estate investors, physicians and executives need to battle excessive taxation and W-I-N. Let us show you how!!

We cordially invite you to start your journey to tax-free wealth.

Karen Scott Mims, ESQ.

JOIN OUR EMAIL LIST: https://www.signup.taxsmarttaxzero.com

VSIT OUR WEBSITE: https://www.TAXSMARTTAXZERO.com

]]>03c58a3e-ece0-4f25-b976-3981860edd03Mon, 04 Jan 2021 09:00:00 -040020:22nofull1321321Karen Scott Mims, ESQ..TAX SMART TAX ZERO - EP 31- NO MORE IRS?TAX SMART TAX ZERO - EP 31- NO MORE IRS?So today, Congress just wrote another check for $900 billion in a bank account with no money. It's been pre-decided that collecting more taxation on your 401(k) during your lifetime and taxing your heirs before even a $1 gets transferred to them through this new Secure Act Legislation will help foot the bill. Hundreds of thousands of dollars in extra taxes that you want to keep paying?

No more...........isn't about time for your complimentary consultation......or is overpaying taxes your secret wish for Christmas?

We cordially invite you to start your journey to tax-free wealth.

Karen Scott Mims, ESQ.

JOIN OUR EMAIL LIST: https://www.signup.taxsmarttaxzero.com

VSIT OUR WEBSITE: https://www.TAXSMARTTAXZERO.com

]]>So today, Congress just wrote another check for $900 billion in a bank account with no money. It's been pre-decided that collecting more taxation on your 401(k) during your lifetime and taxing your heirs before even a $1 gets transferred to them through this new Secure Act Legislation will help foot the bill. Hundreds of thousands of dollars in extra taxes that you want to keep paying?

No more...........isn't about time for your complimentary consultation......or is overpaying taxes your secret wish for Christmas?

We cordially invite you to start your journey to tax-free wealth.

Karen Scott Mims, ESQ.

JOIN OUR EMAIL LIST: https://www.signup.taxsmarttaxzero.com

VSIT OUR WEBSITE: https://www.TAXSMARTTAXZERO.com

]]>5899a46b-fd6d-4a4e-81f1-a7d166f0c2e7Mon, 21 Dec 2020 09:00:00 -040020:27nofull1311311Karen Scott Mims, ESQ..TAX SMART TAX ZERO - EP 30 - FOR WOMEN - STRATEGIC PLANNING IN HEALTHCARETAX SMART TAX ZERO - EP 30 - FOR WOMEN - STRATEGIC PLANNING IN HEALTHCAREStudies have shown that women will outlive their spouses. They will inevitably become the CFO (Chief Female Financial Officer) of the household. Thus, it would seem that relying on your husband to make health care decisions could be disastrous. Join us as we discuss how a tiny bit of ignorance can lead to hundreds of thousands of dollars in extra cost while a little bit of knowledge can lead to hundreds of thousands of dollars of tax free funds for health care.

We cordially invite you to start your journey to tax-free wealth.

Karen Scott Mims, ESQ.

JOIN OUR EMAIL LIST: https://www.signup.taxsmarttaxzero.com

VSIT OUR WEBSITE: https://www.TAXSMARTTAXZERO.com

]]>Studies have shown that women will outlive their spouses. They will inevitably become the CFO (Chief Female Financial Officer) of the household. Thus, it would seem that relying on your husband to make health care decisions could be disastrous. Join us as we discuss how a tiny bit of ignorance can lead to hundreds of thousands of dollars in extra cost while a little bit of knowledge can lead to hundreds of thousands of dollars of tax free funds for health care.

We cordially invite you to start your journey to tax-free wealth.

Karen Scott Mims, ESQ.

JOIN OUR EMAIL LIST: https://www.signup.taxsmarttaxzero.com

VSIT OUR WEBSITE: https://www.TAXSMARTTAXZERO.com

]]>8e9d0652-98df-48f4-a527-76e75fd53db1Thu, 10 Dec 2020 09:00:00 -040031:03nofull1301301Karen Scott Mims, ESQ..TAX SMART TAX ZERO - EP 29 -SOLO 401(k) vs SEP IRATAX SMART TAX ZERO - EP 29 -SOLO 401(k) vs SEP IRABoth of these types of plans allow business owners to save for retirement in amounts far in excess of those for a regular W-2 employee. Imagine being able to shield 100% of income from taxation by combining them with other more sophisticated tax strategies. More importantly, just doing the same job but transferring from W-2 to "1099" status makes you eligible!!!!

We cordially invite you to start your journey to tax-free wealth.

Karen Scott Mims, ESQ.

JOIN OUR EMAIL LIST: https://www.signup.taxsmarttaxzero.com

VISIT OUR WEBSITE: https://www.TAXSMARTTAXZERO.com

]]>Both of these types of plans allow business owners to save for retirement in amounts far in excess of those for a regular W-2 employee. Imagine being able to shield 100% of income from taxation by combining them with other more sophisticated tax strategies. More importantly, just doing the same job but transferring from W-2 to "1099" status makes you eligible!!!!

We cordially invite you to start your journey to tax-free wealth.

Karen Scott Mims, ESQ.

JOIN OUR EMAIL LIST: https://www.signup.taxsmarttaxzero.com

VISIT OUR WEBSITE: https://www.TAXSMARTTAXZERO.com

]]>f01c3017-1f32-4c83-a6be-a88f2458aefdMon, 30 Nov 2020 09:00:00 -040024:08nofull1291291Karen Scott Mims, ESQ..TAX SMART TAX ZERO - EP 28 - HOW TO CONTRIBUTE TO A TRADITIONAL IRATAX SMART TAX ZERO - EP 28 - HOW TO CONTRIBUTE TO A TRADITIONAL IRASome benefits of the tax code are in sections you've never been exposed to or heard of. Others are hiding in plain view but require that the 99% view them or utilize them like the wealthy 1% do. If you're going to change your tax liability, you must first change your behavior followed by your willingness to understand true, hidden nuggets of tax strategy.

We cordially invite you to start your journey to tax-free wealth.

Karen Scott Mims, ESQ.

JOIN OUR EMAIL LIST: https://www.signup.taxsmarttaxzero.com

VISIT OUR WEBSITE: https://www.TAXSMARTTAXZERO.com

]]>Some benefits of the tax code are in sections you've never been exposed to or heard of. Others are hiding in plain view but require that the 99% view them or utilize them like the wealthy 1% do. If you're going to change your tax liability, you must first change your behavior followed by your willingness to understand true, hidden nuggets of tax strategy.

We cordially invite you to start your journey to tax-free wealth.

Karen Scott Mims, ESQ.

JOIN OUR EMAIL LIST: https://www.signup.taxsmarttaxzero.com

VISIT OUR WEBSITE: https://www.TAXSMARTTAXZERO.com

]]>3135cc66-5284-4818-a6db-e70e28d4fd99Mon, 23 Nov 2020 09:00:00 -040023:58nofull1281281Lowering your taxable income and ultimately paying less lifetime taxes. There are two scenarios for a traditional IRA contribution. One is often misunderstood, not utilized and not considered, yet it produces clearly superior results.Karen Scott Mims, ESQ..TAX SMART TAX ZERO - EP 27 - INVESTING FOR WOMENTAX SMART TAX ZERO - EP 27 - INVESTING FOR WOMENIt's time for some "Wealth, Women & Power". As women rightfully claim their roles as CFO (Chief Female Financial Officer), we provide the necessary educational and support group to help in understanding the ABC's of investing. Click the link below to join our "Wealth, Women & Power" mailing list!!

We cordially invite you to start your journey to tax-free wealth.

Karen Scott Mims, ESQ.

JOIN OUR EMAIL LIST: https://www.signup.taxsmarttaxzero.com

VISIT THE WEBSITE: https://www.TAXSMARTTAXZERO.com

]]>It's time for some "Wealth, Women & Power". As women rightfully claim their roles as CFO (Chief Female Financial Officer), we provide the necessary educational and support group to help in understanding the ABC's of investing. Click the link below to join our "Wealth, Women & Power" mailing list!!

We cordially invite you to start your journey to tax-free wealth.

Karen Scott Mims, ESQ.

JOIN OUR EMAIL LIST: https://www.signup.taxsmarttaxzero.com

VISIT THE WEBSITE: https://www.TAXSMARTTAXZERO.com

]]>6b56f6e1-0e33-4387-8f6e-8cd5f7aa14bdSun, 15 Nov 2020 09:00:00 -040023:50nofull1271271Can you imagine how powerful it would be to have our strong, independent, college educated daughters understand how to invest at age 21 so that by age 51 they are multi-millionaires? Investing For Women, About Women and By Women!!Karen Scott Mims, ESQ..TAX SMART TAX ZERO - EP 26 - YOU'RE FIRED!TAX SMART TAX ZERO - EP 26 - YOU'RE FIRED!With all of the options under the Tax Code for small business owners to minimize if not outright eliminate taxes, is being a W-2 employee really the ideal situation? If you choose to remain as a W-2 employee, at least you should make use of those 3 pieces of tax legislation lest they are soon to vanish and maybe faster than you thought!!

We cordially invite you to start your journey to tax-free wealth.

Karen Scott Mims, ESQ.

JOIN THE MAILING LIST: https://www.signup.taxsmarttaxzero.com

VISIT OUR WEBSITE: https://www.TAXSMARTTAXZERO.com

]]>With all of the options under the Tax Code for small business owners to minimize if not outright eliminate taxes, is being a W-2 employee really the ideal situation? If you choose to remain as a W-2 employee, at least you should make use of those 3 pieces of tax legislation lest they are soon to vanish and maybe faster than you thought!!

We cordially invite you to start your journey to tax-free wealth.

Karen Scott Mims, ESQ.

JOIN THE MAILING LIST: https://www.signup.taxsmarttaxzero.com

VISIT OUR WEBSITE: https://www.TAXSMARTTAXZERO.com

]]>6fe2baff-92cd-4c64-abdc-26ea202b2a35Sun, 08 Nov 2020 09:00:00 -040024:24nofull1261261Karen Scott Mims, ESQ..TAX SMART TAX ZERO - EP 25 - WHO'S BETTER FOR MY PORTFOLIO? - TRUMP OR BIDEN?TAX SMART TAX ZERO - EP 25 - WHO'S BETTER FOR MY PORTFOLIO? - TRUMP OR BIDEN?Join us as we discuss the true issues about your portfolio that deserve attention. At what point do we realize that there are other, more valid, measuring criteria on our journey to "tax free" wealth?

We cordially invite you to start your journey to tax-free wealth.

Karen Scott Mims, ESQ.

JOIN THE MAILING LIST: https://www.signup.taxsmarttaxzero.com

VISIT OUR WEBSITE: https://www.TAXSMARTTAXZERO.com

]]>Join us as we discuss the true issues about your portfolio that deserve attention. At what point do we realize that there are other, more valid, measuring criteria on our journey to "tax free" wealth?

We cordially invite you to start your journey to tax-free wealth.

Karen Scott Mims, ESQ.

JOIN THE MAILING LIST: https://www.signup.taxsmarttaxzero.com

VISIT OUR WEBSITE: https://www.TAXSMARTTAXZERO.com

]]>8ec918fc-02fc-4d99-ba23-430076dc0ee8Sun, 01 Nov 2020 09:00:00 -040024:27nofull1251251The "portfolio"Karen Scott Mims, ESQ..TAX SMART TAX ZERO - EP 24 - WHAT IS A FINANCIAL PLAN?TAX SMART TAX ZERO - EP 24 - WHAT IS A FINANCIAL PLAN?In today's society, we've become accustomed to using Google maps to guide us safely to our destination. Yet, for the most important goal of going from money to wealth to 100% financial freedom, we lack a financial blueprint. Join us as we learn the who, what, why and how to formulate a Financial Plan, better known as "Waze For Your Wealth".

We cordially invite you to start your journey to tax-free wealth.

Karen Scott Mims, ESQ.

JOIN THE MAILING LIST: https://www.signup.taxsmarttaxzero.com

VISIT OUR WEBSITE: https://www.TAXSMARTTAXZERO.com

]]>In today's society, we've become accustomed to using Google maps to guide us safely to our destination. Yet, for the most important goal of going from money to wealth to 100% financial freedom, we lack a financial blueprint. Join us as we learn the who, what, why and how to formulate a Financial Plan, better known as "Waze For Your Wealth".

We cordially invite you to start your journey to tax-free wealth.

Karen Scott Mims, ESQ.

JOIN THE MAILING LIST: https://www.signup.taxsmarttaxzero.com

VISIT OUR WEBSITE: https://www.TAXSMARTTAXZERO.com

]]>d58c2213-0ef2-444d-b637-c2c37ddb2db1Mon, 26 Oct 2020 09:00:00 -040031:13nofull1241241How do you know where you're going and the best way to get there avoiding the tax pitfalls along the way without a Financial, Investment, Tax and Business Plan? I didn't think I needed one stated the failed business owner and overtaxed and sadly, poor investor.Karen Scott Mims, ESQ..TAX SMART TAX ZERO - EP 23 - SMALL BUSINESS OWNER RETIREMENT STRATEGIESTAX SMART TAX ZERO - EP 23 - SMALL BUSINESS OWNER RETIREMENT STRATEGIESIn this episode, we explore the proposed increase in taxes under a Biden Tax Plan. Think the new 39.6% won't affect you if you earn less than $400,00? Think again and let's explore your options for a better solution and better outcome.

We cordially invite you to start your journey to tax-free wealth.

Karen Scott Mims, ESQ.

JOIN THE MAILING LIST: https://www.signup.taxsmarttaxzero.com

VISIT OUR WEBSITE: https://www.TAXSMARTTAXZERO.com

]]>In this episode, we explore the proposed increase in taxes under a Biden Tax Plan. Think the new 39.6% won't affect you if you earn less than $400,00? Think again and let's explore your options for a better solution and better outcome.

We cordially invite you to start your journey to tax-free wealth.

Karen Scott Mims, ESQ.

JOIN THE MAILING LIST: https://www.signup.taxsmarttaxzero.com

VISIT OUR WEBSITE: https://www.TAXSMARTTAXZERO.com

]]>853d7a50-af05-4641-bafb-84424bd94b25Sun, 18 Oct 2020 09:00:00 -040024:24nofull1231231As a small business owner, Average Joe needs to understand net operating income, taxable income and investment income. Most of all he needs a strategy for Tax & Wealth Optimization when using MFJ. What's love got to do with it? Not much when facing a new 39.6% tax bracket.Karen Scott Mims, ESQ..TAX SMART TAX ZERO - EP 22 - INTRODUCING THE TAX STRATEGISTTAX SMART TAX ZERO - EP 22 - INTRODUCING THE TAX STRATEGISTWhat's the difference between Tax Compliance vs. Tax Strategy? If your goal is a lower taxable income and thus lower or 0% taxation, shouldn't your focus go beyond just hiring someone to prepare and submit the 1040?

We cordially invite you to start your journey to tax-free wealth.

Karen Scott Mims, ESQ.

JOIN THE MAILING LIST: https://www.signup.taxsmarttaxzero.com

VISIT OUR WEBSITE: https://www.TAXSMARTTAXZERO.com

]]>What's the difference between Tax Compliance vs. Tax Strategy? If your goal is a lower taxable income and thus lower or 0% taxation, shouldn't your focus go beyond just hiring someone to prepare and submit the 1040?

We cordially invite you to start your journey to tax-free wealth.

Karen Scott Mims, ESQ.

JOIN THE MAILING LIST: https://www.signup.taxsmarttaxzero.com

VISIT OUR WEBSITE: https://www.TAXSMARTTAXZERO.com

]]>e1135c88-5533-4c19-9608-30247afdad39Sun, 11 Oct 2020 09:00:00 -040032:36nofull1221221Tired of paying too much in taxes? Join us as we explore the role of the Tax Attorney as Tax Strategist .Karen Scott Mims, ESQ..TAX SMART TAX ZERO - EP 21 - SO APPARENTLY SOMEONE ELSE LIKES OUR CONCEPT "ZERO IS MY HEROTAX SMART TAX ZERO - EP 21 - SO APPARENTLY SOMEONE ELSE LIKES OUR CONCEPT "ZERO IS MY HEROFor nearly 20 years, we have stressed the importance of incorporating Tax Planning and its benefits. Whether the outcome is a lower tax bracket, creating tax free wealth or simply structuring one's assets to achieve the bottom line of paying $0 in federal income taxes, we now understand it absolutely can be achieved!!!!

We cordially invite you to start your journey to tax-free wealth.

Karen Scott Mims, ESQ.

JOIN THE MAILING LIST: https://www.signup.taxsmarttaxzero.com

VISIT OUR WEBSITE: https://www.TAXSMARTTAXZERO.com

]]>For nearly 20 years, we have stressed the importance of incorporating Tax Planning and its benefits. Whether the outcome is a lower tax bracket, creating tax free wealth or simply structuring one's assets to achieve the bottom line of paying $0 in federal income taxes, we now understand it absolutely can be achieved!!!!

We cordially invite you to start your journey to tax-free wealth.

Karen Scott Mims, ESQ.

JOIN THE MAILING LIST: https://www.signup.taxsmarttaxzero.com

VISIT OUR WEBSITE: https://www.TAXSMARTTAXZERO.com

]]>44264c07-b3c0-48dd-84d1-0f582d64192fSat, 03 Oct 2020 09:00:00 -040034:13nofull1211211The concept of paying 0% in federal income taxes is real. In this episode, we explore how to achieve such a goal and explain the role of the Tax Attorney as Tax Strategist.Karen Scott Mims, ESQ..TAX SMART TAX ZERO - EP 20 - EXAMPLES OF GENERATIONAL WEALTHTAX SMART TAX ZERO - EP 20 - EXAMPLES OF GENERATIONAL WEALTHIn this episode, we discuss and provide examples of generational wealth. We explore some very interesting methods in which successive generations can benefit albeit while minimizing or eliminating the tax burden from the transfer of wealth.

We cordially invite you to start your journey to tax-free wealth.

Karen Scott Mims, ESQ.

JOIN THE MAILING LIST: https://www.signup.taxsmarttaxzero.com

VISIT OUR WEBSITE: https://www.TAXSMARTTAXZERO.com

]]>In this episode, we discuss and provide examples of generational wealth. We explore some very interesting methods in which successive generations can benefit albeit while minimizing or eliminating the tax burden from the transfer of wealth.

We cordially invite you to start your journey to tax-free wealth.

Karen Scott Mims, ESQ.

JOIN THE MAILING LIST: https://www.signup.taxsmarttaxzero.com

VISIT OUR WEBSITE: https://www.TAXSMARTTAXZERO.com

]]>f008bcb3-d552-401b-909c-0bec29aec510Sun, 27 Sep 2020 09:00:00 -040031:34nofull1201201Are you interested in learning ways to pass and provide wealth for successive generations in non-traditional methods all while doing so from a tax efficient perspective?Karen Scott Mims, ESQ..TAX SMART TAX ZERO - EP 19 -DO I PAY SOCIAL SECURITY TAX WHEN I RETIRE?TAX SMART TAX ZERO - EP 19 -DO I PAY SOCIAL SECURITY TAX WHEN I RETIRE?Do I still pay social security payroll tax in retirement? Isn't my social security benefit free of taxation since I'm retired? Unfortunately, the answer is not an automatic yes, simply because you are retired. In this episode we explore the 3 layers of (1) maximizing the dollar amount of benefit (2) avoiding taxation of the benefit and (3) using strategy and loopholes to achieve other valuable benefits.

We cordially invite you to start your journey to tax-free wealth.

Karen Scott Mims, ESQ.

JOIN THE MAILING LIST: https://www.signup.taxsmarttaxzero.com

VISIT OUR WEBSITE: https://www.TAXSMARTTAXZERO.com

]]>Do I still pay social security payroll tax in retirement? Isn't my social security benefit free of taxation since I'm retired? Unfortunately, the answer is not an automatic yes, simply because you are retired. In this episode we explore the 3 layers of (1) maximizing the dollar amount of benefit (2) avoiding taxation of the benefit and (3) using strategy and loopholes to achieve other valuable benefits.

We cordially invite you to start your journey to tax-free wealth.

Karen Scott Mims, ESQ.

JOIN THE MAILING LIST: https://www.signup.taxsmarttaxzero.com

VISIT OUR WEBSITE: https://www.TAXSMARTTAXZERO.com

]]>37e383bd-1677-4137-b6a2-1f1f4f309a8dSat, 19 Sep 2020 09:00:00 -040033:04nofull1191191Do I still pay social security payroll tax in retirement? Isn't my social security benefit free of taxation since I'm retired? Unfortunately, the answer is not an automatic yes, simply because you are retired. In this episode we explore the 3 layers of (1) maximizing the dollar amount of benefit (2) avoiding taxation of the benefit and (3) using strategy and loopholes to achieve other valuable benefits.Karen Scott Mims, ESQ..TAX SMART TAX ZERO - EP 18 -TAX CONTROL AND UNDERSTANDING TAX RISKTAX SMART TAX ZERO - EP 18 -TAX CONTROL AND UNDERSTANDING TAX RISKRecent events of this year have caused many people to focus on market risk. There are 2 types systematic and unsystematic. Systematic risk cannot be eliminated through diversification.

However, taxation risk is also a consideration which must be addressed. Tax control is possible and merely requires that you recognize the causes of increased taxation and the SMART (strategy, math, analysis, retirement, tax favored status) method to start on the path to the 0% tax bracket.

We cordially invite you to start your journey to tax-free wealth.

Karen Scott Mims, ESQ.

JOIN THE MAILING LIST: https://www.signup.taxsmarttaxzero.com

VISIT OUR WEBSITE: https://www.TAXSMARTTAXZERO.com

]]>Recent events of this year have caused many people to focus on market risk. There are 2 types systematic and unsystematic. Systematic risk cannot be eliminated through diversification.

However, taxation risk is also a consideration which must be addressed. Tax control is possible and merely requires that you recognize the causes of increased taxation and the SMART (strategy, math, analysis, retirement, tax favored status) method to start on the path to the 0% tax bracket.

We cordially invite you to start your journey to tax-free wealth.

Karen Scott Mims, ESQ.

JOIN THE MAILING LIST: https://www.signup.taxsmarttaxzero.com

VISIT OUR WEBSITE: https://www.TAXSMARTTAXZERO.com

]]>44c40d50-7481-4496-862e-cf290ef363f5Sat, 12 Sep 2020 09:00:00 -040024:18nofull1181181Karen Scott Mims, ESQ..TAX SMART TAX ZERO - EP 17 - TAX PLANNINGTAX SMART TAX ZERO - EP 17 - TAX PLANNINGWhat are the tax implications of your investment strategy as you prepare for the withdrawal phase of wealth?

Let's start with understanding tax planning for your investment portfolio. Want to pay lower taxes?

How about just learning how to reduce taxable income? Your tax liability is a function of (1) taxable income and (2) tax rate.

One is set by the government but the other is completely in your hands!!!!!

We cordially invite you to start your journey to tax-free wealth.

Karen Scott Mims, ESQ.

JOIN THE MAILING LIST: https://www.signup.taxsmarttaxzero.com

VISIT OUR WEBSITE: https://www.TAXSMARTTAXZERO.com

]]>What are the tax implications of your investment strategy as you prepare for the withdrawal phase of wealth?

Let's start with understanding tax planning for your investment portfolio. Want to pay lower taxes?

How about just learning how to reduce taxable income? Your tax liability is a function of (1) taxable income and (2) tax rate.

One is set by the government but the other is completely in your hands!!!!!

We cordially invite you to start your journey to tax-free wealth.

Karen Scott Mims, ESQ.

JOIN THE MAILING LIST: https://www.signup.taxsmarttaxzero.com

VISIT OUR WEBSITE: https://www.TAXSMARTTAXZERO.com

]]>c6856ba1-3f8b-492d-b332-3e220a34ea26Sat, 05 Sep 2020 09:00:00 -040032:17nofull1171171Karen Scott Mims, ESQ..TAX SMART TAX ZERO - EP 16 - AVOIDING PROBATE-TRANSFER ON DEATHTAX SMART TAX ZERO - EP 16 - AVOIDING PROBATE-TRANSFER ON DEATHThe estate administration process is often long (9 months or more), tedious, and sometimes fraught with litigation. In this episode we review the 3 major strategies for avoiding probate. As always, tax deferred funds, whether in a 401(k) or traditional IRA require caution, expertise, education and avoiding the tax traps.

Don't think that Joint Tenants With Right of Survivorship solves everything!!!

We cordially invite you to start your journey to tax-free wealth.

Karen Scott Mims, ESQ.

JOIN THE MAILING LIST: https://www.signup.taxsmarttaxzero.com

VISIT OUR WEBSITE: https://www.TAXSMARTTAXZERO.com

]]>The estate administration process is often long (9 months or more), tedious, and sometimes fraught with litigation. In this episode we review the 3 major strategies for avoiding probate. As always, tax deferred funds, whether in a 401(k) or traditional IRA require caution, expertise, education and avoiding the tax traps.

Don't think that Joint Tenants With Right of Survivorship solves everything!!!

We cordially invite you to start your journey to tax-free wealth.

Karen Scott Mims, ESQ.

JOIN THE MAILING LIST: https://www.signup.taxsmarttaxzero.com

VISIT OUR WEBSITE: https://www.TAXSMARTTAXZERO.com

]]>838a046e-f1a0-414e-abf8-60b17fa8a281Sun, 30 Aug 2020 09:00:00 -040038:55nofull1161161Karen Scott Mims, ESQ..TAX SMART TAX ZERO - EP 15 - THE SECURE ACT, RMD's & INHERITED IRA'sTAX SMART TAX ZERO - EP 15 - THE SECURE ACT, RMD's & INHERITED IRA'sAverage Joe is the new owner of an traditional IRA which he has just inherited from his Aunt. Unfortunately, as the owner of an "Inherited IRA" there are so many tax landmines which he must avoid, especially since he is a "non-spouse" beneficiary, and different tax laws apply. What should he know about RMD's (required minimum distributions) and how they have changed under the new SECURE ACT? He was surprised to know that RMD's apply to him even though he is younger than 72. How can he avoid further taxation and how does he "empty" the account without incurring the 50% penalty?

We cordially invite you to start your journey to tax-free wealth.

Karen Scott Mims, ESQ.

JOIN THE MAILING LIST: https://www.signup.taxsmarttaxzero.com

VISIT OUR WEBSITE: https://www.TAXSMARTTAXZERO.com

*************************************************************

SECURE ACT-Inherited IRA

Secure Act-Inherited IRA

Required minimum distribution Inherited IRA

Step up in basis

Ordinary income tax rate

Capital gains tax rate 2020

]]>Average Joe is the new owner of an traditional IRA which he has just inherited from his Aunt. Unfortunately, as the owner of an "Inherited IRA" there are so many tax landmines which he must avoid, especially since he is a "non-spouse" beneficiary, and different tax laws apply. What should he know about RMD's (required minimum distributions) and how they have changed under the new SECURE ACT? He was surprised to know that RMD's apply to him even though he is younger than 72. How can he avoid further taxation and how does he "empty" the account without incurring the 50% penalty?

We cordially invite you to start your journey to tax-free wealth.

Karen Scott Mims, ESQ.

JOIN THE MAILING LIST: https://www.signup.taxsmarttaxzero.com

VISIT OUR WEBSITE: https://www.TAXSMARTTAXZERO.com

*************************************************************

SECURE ACT-Inherited IRA

Secure Act-Inherited IRA

Required minimum distribution Inherited IRA

Step up in basis

Ordinary income tax rate

Capital gains tax rate 2020

]]>e753e7cd-a80b-49b5-89f3-b686c84ce039Fri, 21 Aug 2020 09:00:00 -040034:11nofull1151151Karen Scott Mims, ESQ..TAX SMART TAX ZERO - EP 14 - CLIMBING THE ROTH CONVERSION LADDERTAX SMART TAX ZERO - EP 14 - CLIMBING THE ROTH CONVERSION LADDERA Roth Conversion Ladder is typically utilized for those who seek to create and utilize tax free funds prior to turning age 59 1/2 while avoiding the penalty for early withdrawals.

Performing mini-Roth Conversions over a 5 year period is also a savvy idea for those over age 60 who seek to strategically perform multiple conversions. Take advantage of the lower tax brackets under the TCJA, and "buyout" Uncle Sam prior to age 72.

We cordially invite you to start your journey to tax-free wealth.

Karen Scott Mims, ESQ.

JOIN THE MAILING LIST: https://www.signup.taxsmarttaxzero.com

VISIT OUR WEBSITE: https://www.TAXSMARTTAXZERO.com

]]>A Roth Conversion Ladder is typically utilized for those who seek to create and utilize tax free funds prior to turning age 59 1/2 while avoiding the penalty for early withdrawals.

Performing mini-Roth Conversions over a 5 year period is also a savvy idea for those over age 60 who seek to strategically perform multiple conversions. Take advantage of the lower tax brackets under the TCJA, and "buyout" Uncle Sam prior to age 72.

We cordially invite you to start your journey to tax-free wealth.

Karen Scott Mims, ESQ.

JOIN THE MAILING LIST: https://www.signup.taxsmarttaxzero.com

VISIT OUR WEBSITE: https://www.TAXSMARTTAXZERO.com

]]>77b03f1a-7f63-4fd8-a463-a86a47b09f8bFri, 14 Aug 2020 09:00:00 -040031:16nofull1141141Karen Scott Mims, ESQ..TAX SMART TAX ZERO - EP 13 - THE MATHEMATICS OF CAPITAL GAINS & MEDICARE IRMAATAX SMART TAX ZERO - EP 13 - THE MATHEMATICS OF CAPITAL GAINS & MEDICARE IRMAAMedicare IRMAA is a surcharge paid when MAGI is beyond the "normal" level of acceptable retirement income. Just $1 additional dollar can send you off the cliff into a different bracket for premiums on Parts B and Part D.

Learning how to restructure wealth and produce tax free income could save thousands of dollars in unnecessary Medicare premiums.

Between choosing the wrong plan, a late enrollment and having too much MAGI, it can be a very costly experience.

We cordially invite you to start your journey to tax-free wealth.

Karen Scott Mims, ESQ.

JOIN THE MAILING LIST: https://www.signup.taxsmarttaxzero.com

VISIT OUR WEBSITE: https://www.KARENSCOTTMIMS.com

*************************************************************

At what age is social security not taxable? (

At what age do you stop paying taxes on social security?

What is Medicare IRMAA 2020? 

How to avoid IRMAA

What is Modified Adjusted Gross Income

HSA vs. Medicare

Medicare premiums based on income

Medicare Part B coverage 

Capital gains tax bracket 

Capital gains tax rate 2020

]]>Medicare IRMAA is a surcharge paid when MAGI is beyond the "normal" level of acceptable retirement income. Just $1 additional dollar can send you off the cliff into a different bracket for premiums on Parts B and Part D.

Learning how to restructure wealth and produce tax free income could save thousands of dollars in unnecessary Medicare premiums.

Between choosing the wrong plan, a late enrollment and having too much MAGI, it can be a very costly experience.

We cordially invite you to start your journey to tax-free wealth.

Karen Scott Mims, ESQ.

JOIN THE MAILING LIST: https://www.signup.taxsmarttaxzero.com

VISIT OUR WEBSITE: https://www.KARENSCOTTMIMS.com

*************************************************************

At what age is social security not taxable? (

At what age do you stop paying taxes on social security?

What is Medicare IRMAA 2020? 

How to avoid IRMAA

What is Modified Adjusted Gross Income

HSA vs. Medicare

Medicare premiums based on income

Medicare Part B coverage 

Capital gains tax bracket 

Capital gains tax rate 2020

]]>d85d2cc6-858e-47ff-abdb-3cda8f66a20cFri, 07 Aug 2020 09:00:00 -040033:19nofull1131131Karen Scott Mims, ESQ..TAX SMART TAX ZERO - EP 12 - CONQUERING CAPITAL GAINS (REAL ESTATE EDITION)TAX SMART TAX ZERO - EP 12 - CONQUERING CAPITAL GAINS (REAL ESTATE EDITION)Currently, inheriting real estate allows a step up in basis due to death.

Is it wise to keep the rental properties, generate retirement income by this alternative asset class and worry about capital gains later?

What if the step up in basis is abolished under new tax law?

Is establishing a QPRT (qualified personal residence trust) a good idea?

After inheriting property, should the beneficiary change their current estate plan or make one and consider their own Irrevocable Trust?

When is an Irrevocable Living Trust best utilized?

We cordially invite you to start your journey to tax-free wealth.

Karen Scott Mims, ESQ.

JOIN THE MAILING LIST: https://www.signup.taxsmarttaxzero.com

VISIT OUR WEBSITE: https://www.TAXSMARTTAXZERO.com

]]>Currently, inheriting real estate allows a step up in basis due to death.

Is it wise to keep the rental properties, generate retirement income by this alternative asset class and worry about capital gains later?

What if the step up in basis is abolished under new tax law?

Is establishing a QPRT (qualified personal residence trust) a good idea?

After inheriting property, should the beneficiary change their current estate plan or make one and consider their own Irrevocable Trust?

When is an Irrevocable Living Trust best utilized?

We cordially invite you to start your journey to tax-free wealth.

Karen Scott Mims, ESQ.

JOIN THE MAILING LIST: https://www.signup.taxsmarttaxzero.com

VISIT OUR WEBSITE: https://www.TAXSMARTTAXZERO.com

]]>5d88ef59-ad01-4456-b640-a94eb0d637e8Fri, 31 Jul 2020 09:00:00 -040031:58nofull1121121Karen Scott Mims, ESQ..TAX SMART TAX ZERO - EP 11 - BLUEPRINT OF A SAFE MONEY MILLIONAIRETAX SMART TAX ZERO - EP 11 - BLUEPRINT OF A SAFE MONEY MILLIONAIRELeaving the "Wealth Accumulation" stage means realizing that perhaps you need to view your assets in a different way. After all, for the Wealth Preservation and Wealth Distribution stages, you may find that it's more important to maintain principal, safety and less volatility/risk. Join us for a discussion of how to keep what you've saved; safety first and return second!!

 

We cordially invite you to start your journey to tax-free wealth.

Karen Scott Mims, ESQ.

JOIN THE MAILING LIST: https://www.signup.taxsmarttaxzero.com

VISIT OUR WEBSITE: https://www.TAXSMARTTAXZERO.com

]]>Leaving the "Wealth Accumulation" stage means realizing that perhaps you need to view your assets in a different way. After all, for the Wealth Preservation and Wealth Distribution stages, you may find that it's more important to maintain principal, safety and less volatility/risk. Join us for a discussion of how to keep what you've saved; safety first and return second!!

 

We cordially invite you to start your journey to tax-free wealth.

Karen Scott Mims, ESQ.

JOIN THE MAILING LIST: https://www.signup.taxsmarttaxzero.com

VISIT OUR WEBSITE: https://www.TAXSMARTTAXZERO.com

]]>d0f51571-33c2-4b86-97fd-4af1a12c1d67Fri, 24 Jul 2020 09:00:00 -040032:29nofull1111111Karen Scott Mims, ESQ..TAX SMART TAX ZERO - EP 10- MONEY & MARRIAGE VS WEALTH & WISDOMTAX SMART TAX ZERO - EP 10- MONEY & MARRIAGE VS WEALTH & WISDOMMoney and wealth are two entirely different things. What happens when your spouse has different ideas, thoughts and concepts about money? But what about if their lack of understanding about taxation causes real harm especially when you've partnered by using the MFJ (married filing jointly) status on the 1040? Join us for the latest scenario of Average Joe and Jane that went horribly wrong!!!!

 

We cordially invite you to start your journey to tax-free wealth.

Karen Scott Mims, ESQ.

JOIN THE MAILING LIST: https://www.signup.taxsmarttaxzero.com

VISIT OUR WEBSITE: https://www.TAXSMARTTAXZERO.com

]]>Money and wealth are two entirely different things. What happens when your spouse has different ideas, thoughts and concepts about money? But what about if their lack of understanding about taxation causes real harm especially when you've partnered by using the MFJ (married filing jointly) status on the 1040? Join us for the latest scenario of Average Joe and Jane that went horribly wrong!!!!

 

We cordially invite you to start your journey to tax-free wealth.

Karen Scott Mims, ESQ.

JOIN THE MAILING LIST: https://www.signup.taxsmarttaxzero.com

VISIT OUR WEBSITE: https://www.TAXSMARTTAXZERO.com

]]>006917f3-dbd5-42c6-8a1f-fcf87bdba38fMon, 13 Jul 2020 09:00:00 -040032:29nofull1101101Karen Scott Mims, ESQ..TAX SMART TAX ZERO - EP 9 - THE LAST WILL AND TESTAMENT THAT WON''TTAX SMART TAX ZERO - EP 9 - THE LAST WILL AND TESTAMENT THAT WON''TAverage Joe and Jane thought a simple LW&T (Last Will & Testament) was all they needed especially since they only had 3 assets. What do you mean their beneficiaries have to pay 60% to the IRS? Estate planning without tax strategies included is a true nightmare. Income tax, estate tax, inheritance tax all at the same time? Don't be fooled by either the LW&T OR The Revocable Trust!!!!

  

We cordially invite you to start your journey to tax-free wealth.

Karen Scott Mims, ESQ.

JOIN THE MAILING LIST: https://www.signup.taxsmarttaxzero.com

VISIT OUR WEBSITE: https://www.TAXSMARTTAXZERO.com

]]>Average Joe and Jane thought a simple LW&T (Last Will & Testament) was all they needed especially since they only had 3 assets. What do you mean their beneficiaries have to pay 60% to the IRS? Estate planning without tax strategies included is a true nightmare. Income tax, estate tax, inheritance tax all at the same time? Don't be fooled by either the LW&T OR The Revocable Trust!!!!

  

We cordially invite you to start your journey to tax-free wealth.

Karen Scott Mims, ESQ.

JOIN THE MAILING LIST: https://www.signup.taxsmarttaxzero.com

VISIT OUR WEBSITE: https://www.TAXSMARTTAXZERO.com

]]>41e460a3-6b5f-4926-8077-f92342152a6dWed, 24 Jun 2020 09:00:00 -040032:34nofull19191Karen Scott Mims, ESQ..TAX SMART TAX ZERO - EP 8 - THE CARES ACTTAX SMART TAX ZERO - EP 8 - THE CARES ACTIn early March of 2020, the C.A.R.E.S. Act was enacted into legislation. Is this a possible hidden Roth IRA opportunity?

 We cordially invite you to start your journey to tax-free wealth.

Karen Scott Mims, ESQ.

JOIN THE MAILING LIST: https://www.signup.taxsmarttaxzero.com

VISIT OUR WEBSITE: https://www.KARENSCOTTMIMS.com

]]>In early March of 2020, the C.A.R.E.S. Act was enacted into legislation. Is this a possible hidden Roth IRA opportunity?

 We cordially invite you to start your journey to tax-free wealth.

Karen Scott Mims, ESQ.

JOIN THE MAILING LIST: https://www.signup.taxsmarttaxzero.com

VISIT OUR WEBSITE: https://www.KARENSCOTTMIMS.com

]]>15686826-597b-4b84-8cbe-c3ae8c25d565Sat, 20 Jun 2020 09:00:00 -040032:08nofull18181Karen Scott Mims, ESQ..TAX SMART TAX ZERO - EP 7- THE NEW ROITAX SMART TAX ZERO - EP 7- THE NEW ROIAll through the "Wealth Accumulation" phase, you focused on rate of return and took enormous amounts of uncalculated risk to achieve it. But when the paycheck is over and W-2 status just a memory, you'll find that CFR or cash flow in retirement isn't about sexy and exciting returns. Average Joe and Jane realize that stable, predictable, "mail-box money" that comes every month forever is what they really want. Forget Return On Investment (ROI).......they want Reliability Of Income (ROI)!!!

We cordially invite you to start your journey to tax-free wealth.

Karen Scott Mims, ESQ.

JOIN THE MAILING LIST: https://www.signup.taxsmarttaxzero.com

VISIT OUR WEBSITE: https://www.TAXSMARTTAXZERO.com

]]>All through the "Wealth Accumulation" phase, you focused on rate of return and took enormous amounts of uncalculated risk to achieve it. But when the paycheck is over and W-2 status just a memory, you'll find that CFR or cash flow in retirement isn't about sexy and exciting returns. Average Joe and Jane realize that stable, predictable, "mail-box money" that comes every month forever is what they really want. Forget Return On Investment (ROI).......they want Reliability Of Income (ROI)!!!

We cordially invite you to start your journey to tax-free wealth.

Karen Scott Mims, ESQ.

JOIN THE MAILING LIST: https://www.signup.taxsmarttaxzero.com

VISIT OUR WEBSITE: https://www.TAXSMARTTAXZERO.com

]]>9dc92d46-bff9-4097-bd7a-d3afad30f373Fri, 05 Jun 2020 02:30:00 -040031:00nofull17171Karen Scott Mims, ESQ..TAX SMART TAX ZERO - EP 6 - CRD’S & THE $100K GIFT INSIDETAX SMART TAX ZERO - EP 6 - CRD’S & THE $100K GIFT INSIDEWhat are Corona Virus Related Distributions (CRD's)? Under normal circumstances, your 401(k) funds are held hostage by your employer with severe penalties for any attempt of access prior to age 59 1/2. In the midst of a pandemic, this special opportunity has been granted but must be used by year end. Let's explore its MANY TAX benefits!!!!

Karen Scott Mims, Esquire.

https://www.taxsmarttaxzero.com/

]]>What are Corona Virus Related Distributions (CRD's)? Under normal circumstances, your 401(k) funds are held hostage by your employer with severe penalties for any attempt of access prior to age 59 1/2. In the midst of a pandemic, this special opportunity has been granted but must be used by year end. Let's explore its MANY TAX benefits!!!!

Karen Scott Mims, Esquire.

https://www.taxsmarttaxzero.com/

]]>7fb557e1-c471-4fe1-9d2f-1d8dd13cf963Fri, 22 May 2020 01:30:00 -040029:55nofull16161Karen Scott Mims, ESQ..TAX SMART TAX ZERO - EP 5 - WHAT THE HEALTH IS "45" DOING?TAX SMART TAX ZERO - EP 5 - WHAT THE HEALTH IS "45" DOING?We cordially invite you to start your journey to tax-free wealth.

Karen Scott Mims, ESQ.

JOIN THE MAILING LIST: https://www.signup.taxsmarttaxzero.com

VISIT OUR WEBSITE: https://www.KARENSCOTTMIMS.com

]]>We cordially invite you to start your journey to tax-free wealth.

Karen Scott Mims, ESQ.

JOIN THE MAILING LIST: https://www.signup.taxsmarttaxzero.com

VISIT OUR WEBSITE: https://www.KARENSCOTTMIMS.com

]]>88facd41-df1c-42ac-bf78-147a8f846efeFri, 22 May 2020 01:15:00 -040029:07nofull15151Karen Scott Mims, ESQ..TAX SMART TAX ZERO - EP 4 - THE DISTRIBUTION PHASETAX SMART TAX ZERO - EP 4 - THE DISTRIBUTION PHASEIn the Wealth Accumulation phase there is little concern about the 4 tax buckets and the tax deferred bucket seems like a no-brainer. What happens when Average Joe and Jane have over $1million dollars of tax deferred money and reach age 72? RMD's allow the IRS to control your funds and stick you with a 50% penalty even if you don't need to withdraw the funds. It's time to take back control and consider the "untouchable" IRS bucket.......let us show you how!!!

We cordially invite you to start your journey to tax-free wealth.

Karen Scott Mims, ESQ.

JOIN THE MAILING LIST: https://www.signup.taxsmarttaxzero.com

VISIT OUR WEBSITE: https://www.TAXSMARTTAXZERO.com


]]>In the Wealth Accumulation phase there is little concern about the 4 tax buckets and the tax deferred bucket seems like a no-brainer. What happens when Average Joe and Jane have over $1million dollars of tax deferred money and reach age 72? RMD's allow the IRS to control your funds and stick you with a 50% penalty even if you don't need to withdraw the funds. It's time to take back control and consider the "untouchable" IRS bucket.......let us show you how!!!

We cordially invite you to start your journey to tax-free wealth.

Karen Scott Mims, ESQ.

JOIN THE MAILING LIST: https://www.signup.taxsmarttaxzero.com

VISIT OUR WEBSITE: https://www.TAXSMARTTAXZERO.com


]]>8a1fbd07-af38-42e6-898f-6c2dc0747e6aThu, 21 May 2020 02:00:00 -040028:42nofull14141Karen Scott Mims, ESQ..TAX SMART TAX ZERO - EP 3 - SIMILAR BUT SABOTAGEDTAX SMART TAX ZERO - EP 3 - SIMILAR BUT SABOTAGEDFor most people turning age 65 signals the end of employer provided healthcare and the start of Medicare. While Medicare offers the same coverage to everyone and provides lots of choices, there is one item for which you aren't necessarily given a choice; that of cost. Join us as we discuss the "Medicare Cliff", IRMAA and much more that you thought you understood but perhaps never really did!!!

We cordially invite you to start your journey to tax-free wealth.

Karen Scott Mims, ESQ.

JOIN THE MAILING LIST: https://www.signup.taxsmarttaxzero.com

VISIT OUR WEBSITE: https://www.TAXSMARTTAXZERO.com

]]>For most people turning age 65 signals the end of employer provided healthcare and the start of Medicare. While Medicare offers the same coverage to everyone and provides lots of choices, there is one item for which you aren't necessarily given a choice; that of cost. Join us as we discuss the "Medicare Cliff", IRMAA and much more that you thought you understood but perhaps never really did!!!

We cordially invite you to start your journey to tax-free wealth.

Karen Scott Mims, ESQ.

JOIN THE MAILING LIST: https://www.signup.taxsmarttaxzero.com

VISIT OUR WEBSITE: https://www.TAXSMARTTAXZERO.com

]]>846af54f-5036-4466-84bd-bcad659a8052Thu, 21 May 2020 00:30:00 -040029:02nofull13131Karen Scott Mims, ESQ..TAX SMART TAX ZERO - EP 2 - PRIVILEGETAX SMART TAX ZERO - EP 2 - PRIVILEGEMost people simply ignore taxation through the 4 phases of wealth.

Instead of understanding the three tax buckets, they arrive at retirement with huge 401(k)’s in the tax-deferred bucket, and ignore the taxable and most importantly, tax-free bucket.

How can the middle- class millionaire, average Joe and Jane, be so unprepared about how to protect their wealth using tax loopholes like the wealthy 1 percenters do?

Easy.

Welcome to the Tax-Smart Tax Zero podcast.

This is a show all about TAX-FREE wealth. Financial advisors sell rate of return, annuity salesman sells what else annuities and part-time tax preparers sell 1040 to submit on April 15th.

But the real goal is to implement STRATEGIC tax planning!We invite you to take the journey and explore the Path To the 0% Tax Bracket.

It's time to Divorce Uncle Sam From Your Wealth!

Welcome to the world of your host, noted Tax Attorney and Private Wealth Strategist,

We cordially invite you to start your journey to tax-free wealth.

Karen Scott Mims, ESQ.

JOIN THE MAILING LIST: https://www.signup.taxsmarttaxzero.com

VISIT OUR WEBSITE: https://www.TAXSMARTTAXZERO.com

]]>Most people simply ignore taxation through the 4 phases of wealth.

Instead of understanding the three tax buckets, they arrive at retirement with huge 401(k)’s in the tax-deferred bucket, and ignore the taxable and most importantly, tax-free bucket.

How can the middle- class millionaire, average Joe and Jane, be so unprepared about how to protect their wealth using tax loopholes like the wealthy 1 percenters do?

Easy.

Welcome to the Tax-Smart Tax Zero podcast.

This is a show all about TAX-FREE wealth. Financial advisors sell rate of return, annuity salesman sells what else annuities and part-time tax preparers sell 1040 to submit on April 15th.

But the real goal is to implement STRATEGIC tax planning!We invite you to take the journey and explore the Path To the 0% Tax Bracket.

It's time to Divorce Uncle Sam From Your Wealth!

Welcome to the world of your host, noted Tax Attorney and Private Wealth Strategist,

We cordially invite you to start your journey to tax-free wealth.

Karen Scott Mims, ESQ.

JOIN THE MAILING LIST: https://www.signup.taxsmarttaxzero.com

VISIT OUR WEBSITE: https://www.TAXSMARTTAXZERO.com

]]>1f3d4f44-bf91-4f38-9cc3-8aecd10f5b24Thu, 21 May 2020 00:15:00 -040028:45nofull12121Karen Scott Mims, ESQ..TAX SMART TAX ZERO - EP 1 - INTRODUCTIONTAX SMART TAX ZERO - EP 1 - INTRODUCTIONMost people simply ignore taxation through the 4 phases of wealth.

Instead of understanding the three tax buckets, they arrive at retirement with huge 401(k)’s in the tax-deferred bucket, and ignore the taxable and most importantly, tax-free bucket.

How can the middle- class millionaire, average Joe and Jane, be so unprepared about how to protect their wealth using tax loopholes like the wealthy 1 percenters do?

Easy.

Welcome to the Tax-Smart Tax Zero podcast.

This is a show all about TAX-FREE wealth. Financial advisors sell rate of return, annuity salesman sells what else annuities and part-time tax preparers sell 1040 to submit on April 15th.

But the real goal is to implement STRATEGIC tax planning!We invite you to take the journey and explore the Path To the 0% Tax Bracket.

It's time to Divorce Uncle Sam From Your Wealth!

Welcome to the world of your host, noted Tax Attorney and Private Wealth Strategist,

We cordially invite you to start your journey to tax-free wealth.

Karen Scott Mims, ESQ.

JOIN THE MAILING LIST: https://www.signup.taxsmarttaxzero.com

VISIT OUR WEBSITE: https://www.KARENSCOTTMIMS.com

]]>Most people simply ignore taxation through the 4 phases of wealth.

Instead of understanding the three tax buckets, they arrive at retirement with huge 401(k)’s in the tax-deferred bucket, and ignore the taxable and most importantly, tax-free bucket.

How can the middle- class millionaire, average Joe and Jane, be so unprepared about how to protect their wealth using tax loopholes like the wealthy 1 percenters do?

Easy.

Welcome to the Tax-Smart Tax Zero podcast.

This is a show all about TAX-FREE wealth. Financial advisors sell rate of return, annuity salesman sells what else annuities and part-time tax preparers sell 1040 to submit on April 15th.

But the real goal is to implement STRATEGIC tax planning!We invite you to take the journey and explore the Path To the 0% Tax Bracket.

It's time to Divorce Uncle Sam From Your Wealth!

Welcome to the world of your host, noted Tax Attorney and Private Wealth Strategist,

We cordially invite you to start your journey to tax-free wealth.

Karen Scott Mims, ESQ.

JOIN THE MAILING LIST: https://www.signup.taxsmarttaxzero.com

VISIT OUR WEBSITE: https://www.KARENSCOTTMIMS.com

]]>a8f3aedf-e6ec-4511-b342-1426c7acbc94Thu, 21 May 2020 00:00:00 -040008:54nobonus11111Karen Scott Mims, ESQ..