Aaron Brask Capital

TAXES IN RETIREMENT workshops (Tues Oct 21 + Thur Oct 23rd @ 6pm):
> Overview of the tax code
> Taxation of ordinary income, capital gains, and Social Security
> Other costs such as Medicare surcharges (i.e., IRMAA)
> Specific strategies for reducing taxes, including asset location, Roth conversions, and account-specific withdrawal sequences
>>> More information and registration here: https://events.afceducators.org/VUCRYV

Weekend reading!

Hi everyone, I just created a new video on ROTH CONVERSIONS. Many people only think about the tax rate paid on a conversion, but there are many factors that should go into these decisions. I do my best to explain them here: https://www.youtube.com/watch?v=apTqQS7Uuhk [Note: Likes/comments/feedback is greatly appreciated] ... HAPPY HOLIDAYS TO ALL!!!

TAXES IN RETIREMENT webinar (Tues Nov 19 @ 6pm):
> Basic description of the tax code
> Taxation of ordinary income, capital gains, and Social Security
> Other costs such as Medicare surcharges (i.e., IRMAA)
> Specific strategies for reducing taxes, including asset location, Roth conversions, and account-specific withdrawal sequences
More information and registration here: https://us06web.zoom.us/webinar/register/WN_deXKjAKLRE6W_UGKcctJdw

I am thrilled that the NEW YORK TIMES quoted me and highlighted my educational content on tax planning. The cherry on top was getting quoted right between two industry experts whom I greatly respect and have learned a great deal from.

Opinion | Think You’ve Planned for Retirement? Beware the Tax Torpedo. The complicated way Social Security is taxed can catch middle-income earners by surprise.

A more recent photo ...

LOWER YOUR TAXES DURING RETIREMENT via account-specific withdrawal strategies! Many planners use software that assumes you spend down your taxable accounts first, then tax-deferred (e.g., traditional IRA), and tax-free accounts (e.g., Roth) last. However, this approach can result in paying significantly more taxes than necessary. This video explains why it is important to optimize your withdrawal strategy:

Retirement Withdrawal Strategies - Which Accounts and When? This video explains the importance of utilizing an optimized withdrawal strategy. Most financial planners and planning software default to the conventional w...

Nearing or already in retirement? I am hosting TAXES IN RETIREMENT workshops next week (6-730 pm on Tues, the 26th, and Thurs, the 28th @ Cox Science Center & Aquarium). More information and registration links can be found here: https://www.aaronbraskcapital.com/events/

Events Events - Aaron Brask Capital |

Retirees should watch out for the Social Security tax torpedo & capital gains bump zone as they can more than QUADRUPLE your marginal tax rate. This video explains how capital gains and income taxes interact with Social Security - making for a dangerous cocktail! Watch now: https://www.aaronbraskcapital.com/tax-torpedo-video/