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Retirement Tax Rates Are Lower Than Most People Think | The Guided Path S5E2

31K views · Jun 1, 2026 · Education

Comments · 126

  • @jkp20 · 3 months ago

    While I knew a lot of this information, Zacc put it all together in the most comprehensive manner I've found and really appreciate it.

    15

  • @chrislastname3167 · 3 months ago

    Well explained. The diagrams really helped you follow along. Your videos are always excellent. Thank you for all your efforts.

    13

  • @alanc9272 · 3 months ago

    This is one of the best and clearest videos on this matter<br>Keep up the awesome work

    6

  • @johns4006 · 3 months ago

    EXCELLENT video. Everything well explained with no jargon or hype. Just the facts presented in a clear, thorough and understandable manner. THANK YOU x 100 &nbsp;from someone on the brink of retirement who is muddling through the nuances of how all this stuff works!

    4

  • @OZGFIVE · 3 months ago

    This is fantastic. &nbsp;I&apos;ve been trying to gameplan the optimal structures and balances I would want in my accounts to support an early mid 50s retirement. These types of videos are very helpful to wrap my heads around the mechanics of the tax side and try to marry the tax concepts with learning about ACA subsidies and ranges I might prefer to be in. &nbsp;I always appreciate how you go deeper than surface level to try and give people the best thoughts on planning. &nbsp;I voraciously consume finance youtube content and your up there with some of the top folks in the space and the effort is appreciated!

    1

  • @Kingfish1911 · 3 months ago

    Thank you for the most valuable 30mins of YouTube education, when the time comes I will be a capita member.

    2

  • @July.4.1776 · 3 months ago

    Zacc .. Dropping another fine example… 👍👍…

    4

  • @mustangSCgirl · 3 months ago

    Zac, thank you for the invaluable information. Priceless

  • @Tony-dx3eo · 3 months ago

    Yet another excellent breakdown video Zacc!

  • @michaelf2700 · 3 months ago (edited)

    I like your videos. &nbsp;I appreciate you taking the time to explain everything clearly before running all the numbers. <br><br>I never like assumptions because anyone can make any scenario true by selective assumptions. &nbsp;However, at least you acknowledge that Roth, SS, traditional IRA and brokerage must exist to provide for the flexibility.<br><br>This video is really good for everyone planning to retire in 5 years or longer to have savings in all the buckets.

    2

  • @tanhector · 3 months ago

    Wow! Great breakdown and detailed set of examples Zack! Thank you for this video!

  • @LonghornsRule1331 · 3 months ago

    I really appreciate all of this great information, Zacc. &nbsp;Confirms a number of things I have been thinking about but also leads to a lot of follow-up questions. &nbsp;Hopefully at the end of this Guided Path you&apos;ll do an AMA session!!

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