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EP 293: Tax Law Breakdown: Who Qualifies for Zero Taxes
Trust the Plan Podcast with Nick Hopwood, CFP® and Jim Pilat, CFP®
10 minutes
2 months ago
EP 293: Tax Law Breakdown: Who Qualifies for Zero Taxes
On the Trust the Plan Podcast from Peak Wealth, Nick Hopwood, CFP® and Jim Pilat, CFP® open the episode with a conversation about Michigan football before shifting into a discussion on a recent Wall Street Journal article about changes to tax laws.
They explore how certain households, such as married couples with children or retirees, can end up in a zero percent federal tax situation through careful planning. The discussion covers strategies like managing income sources, using deductions, and timing withdrawals to take full advantage of the current tax code.
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Trust the Plan Podcast with Nick Hopwood, CFP® and Jim Pilat, CFP®
