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Ep03: Decode IRS Tax Strategies for Retirement featuring Joe Mastriano

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Manage episode 419245836 series 3575212
Content provided by Jeff Gill. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jeff Gill or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Ever wondered if there's more to retirement planning than just saving money? Dive into this episode of "Navigating Freedom in Federal Retirement" with host Jeff Gill as he engages in a riveting discussion with guest, Joe Mastriano.

Joe, often referred to as 'The IRS Killer,' is a foremost expert in tax planning and compliance. With years of hands-on experience, Joe's insights stem from his vast background in representing tax practices before the IRS.

In this enlightening episode, Joe highlights the significance of strategic tax planning and compliance in ensuring a prosperous retirement. He debunks common tax savings myths and emphasizes the necessity of informed and compliant tax strategies.

Key Takeaways:

  • Understanding the tax code is pivotal; it's more than just about finding deductions.
  • Approach retirement with a well-rounded perspective; it's not merely about saving but also planning for tax implications.
  • Beware of tax strategies that sound too good to be true; they often are.
  • Long-term tax planning, like 1031 exchanges, can be beneficial but need a solid understanding.
  • It's not about exploiting the system; it's about understanding it to make the best decisions for your future.

Connect with Joe Mastriano: For those interested in delving deeper into tax planning or seeking guidance, Joe Mastriano is available for consultations.

LinkedIn: https://www.linkedin.com/in/joe-mastriano-cpa/

Website: http://www.taxproblem.org/

Buy the book: https://www.amazon.com/Kindle-Store-Joe-Mastriano/s?rh=n%3A133140011%2Cp_27%3AJoe+Mastrian

Tune in for a comprehensive view on retirement tax planning, ensuring that your golden years are truly golden.

Learn more about your ad choices. Visit megaphone.fm/adchoices

  continue reading

15 episodes

Artwork
iconShare
 
Manage episode 419245836 series 3575212
Content provided by Jeff Gill. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jeff Gill or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Ever wondered if there's more to retirement planning than just saving money? Dive into this episode of "Navigating Freedom in Federal Retirement" with host Jeff Gill as he engages in a riveting discussion with guest, Joe Mastriano.

Joe, often referred to as 'The IRS Killer,' is a foremost expert in tax planning and compliance. With years of hands-on experience, Joe's insights stem from his vast background in representing tax practices before the IRS.

In this enlightening episode, Joe highlights the significance of strategic tax planning and compliance in ensuring a prosperous retirement. He debunks common tax savings myths and emphasizes the necessity of informed and compliant tax strategies.

Key Takeaways:

  • Understanding the tax code is pivotal; it's more than just about finding deductions.
  • Approach retirement with a well-rounded perspective; it's not merely about saving but also planning for tax implications.
  • Beware of tax strategies that sound too good to be true; they often are.
  • Long-term tax planning, like 1031 exchanges, can be beneficial but need a solid understanding.
  • It's not about exploiting the system; it's about understanding it to make the best decisions for your future.

Connect with Joe Mastriano: For those interested in delving deeper into tax planning or seeking guidance, Joe Mastriano is available for consultations.

LinkedIn: https://www.linkedin.com/in/joe-mastriano-cpa/

Website: http://www.taxproblem.org/

Buy the book: https://www.amazon.com/Kindle-Store-Joe-Mastriano/s?rh=n%3A133140011%2Cp_27%3AJoe+Mastrian

Tune in for a comprehensive view on retirement tax planning, ensuring that your golden years are truly golden.

Learn more about your ad choices. Visit megaphone.fm/adchoices

  continue reading

15 episodes

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