Mission: Tax Zero
Josh Bradley
The Guide To Greatly Reduce Taxes In Retirement
Are you prepared for the biggest expense in retirement? It’s not travel or healthcare—it’s taxes. In Mission: Tax Zero, financial advisor Josh Bradley sounds the alarm for anyone planning for or living in retirement. This essential guide challenges you to rethink everything you thought you knew about retirement taxes.
Mission: Tax Zero provides a clear roadmap with eight actionable strategies designed to significantly reduce, or even eliminate, your tax liability in retirement. Explore techniques like strategic tax allocation, leveraging permanent life insurance, maximizing charitable giving deductions, and harnessing the power of Health Savings Accounts (HSAs). Stop passively deferring taxes and start actively planning for a future with potentially zero taxes.
Josh Bradley
Josh Bradley is focused on helping clients work toward their retirement dreams through a well-thought-out financial strategy for retirement income. After serving as an independent fi nancial advisor with Voya Financial, he decided to form Capital City Financial Partners in 2016. Josh is an investment advisor representative who has passed the Series 66 security exam and holds insurance licenses in South Carolina, North Carolina, Georgia, Florida, Ohio, Tennessee, and Massachusetts.
Praise for Mission: Tax Zero
“Tax planning is one of the most important, yet often overlooked, aspects of a successful retirement. As we shift from earning income to relying on savings, the way taxes are managed can significantly impact long-term financial stability. This book sheds light on key strategies that can help reduce tax liabilities and preserve wealth for the future. It’s an essential read for anyone looking to better understand how tax planning plays a vital role in retirement.”
“In transitioning from the accumulation phase to preserving wealth during retirement, many overlook the importance of tax planning. Minimizing tax liabilities can drastically improve your retirement income and extend your savings. Comprehensive tax planning can help you achieve your short-term financial goals and help support long-term stability. Don’t underestimate the power of a well-structured tax strategy to help achieve financial peace of mind. For those looking to deepen their understanding, I highly recommend the book Mission: Tax Zero by Josh Bradley, which provides valuable insights into tax planning strategies.”