The Tax-free Retirement Podcast (Axios Capital Strategies)

Taxes are nothing more than wealth transfers from your retirement balance sheet to the US Treasury's. Qualified plans (401Ks/IRAs) can create serious collateral damage to other elements of your retirement (social security, Medicare, and capital gains, to name a few) if not planned for properly. How newly proposed legislation could harm retirees and savers and what you can do to insulate yourself f...

The cost of long-term care is the great white shark of retirement. Nothing has the power to derail decades of planning so quickly. The likelihood someone aged 65 will need some form of LTC is 71%, yet so many people ignore it, have misperceptions, or don't know where to begin. In this episode, we explore "hybrid" or "asset-based long-term care solutions", how to ditch the old, expensive "use-it-or...

Your estate and legacy planning cannot be ignored. For many, estate planning is a practice in procrastination…and common blunders. When should you consider a trust over a will? How can you avoid probate? How can you keep your estate and legacy private? How can you disinherit the IRS from your estate and ensure your heirs receive what you intend them to receive? Special needs interest, guardianship...

The financial benefits to a guaranteed lifetime income are well-documented. The non-financial benefits (less stress, better health, longer life, more rewarding relationships) are lesser-known but just as impactful to a meaningful and vibrant retirement. Join on this episode the The Tax-free Retirement Show us as we explore guaranteed income annuities--proper and improper uses, fees, myths, and how...