One of the biggest advantages retirees have is controlling where their income comes from and how it is taxed as a result.

In this video, Jake explains how you can live on a healthy $8500/month in retirement without paying a single dollar in income taxes... all without using a Roth account (that would be too easy).

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0:00 Tax Control In Retirement
0:53 Overview of Clients
1:50 Retirement Income ($8500/mo)
2:30 Calculating Portfolio Need
3:18 Preliminary Tax Report
3:45 Provisional Income
5:00 Reaching $102K with $0 Tax
5:40 Why Taxes are $0
5:50 Additional Opportunities
6:45 Recap & Big Picture of Tax Planning

Visit our website to see if we're a good fit to work together:
https://www.sparkwealthadvisors.com/c...

*This content is educational and not tax, legal, or investment advice*