MISSION TAX 0
LEARN STRATEGIES TO REDUCE TAXES IN RETIREMENT
In Mission Tax 0, Josh focuses on one of retirees’ biggest concerns: taxes. He breaks down how rising taxes can erode retirement savings and provides actionable strategies to keep more of what you’ve earned.
You’ll discover:
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- How to identify hidden taxes in your retirement plan
- Proven tax-efficient strategies for income in retirement
- Steps to help ensure your money lasts longer
- How proactive planning today can help protect your wealth tomorrow
CAPITAL CONFIDENCE PLAN
DISCOVER HOW TO PURSUE A RETIREMENT YOU CAN FEEL CONFIDENT IN
In Capital Confidence Plan, Josh shares the lessons and strategies that help families navigate retirement with clarity. Drawing from personal experience, he explains how to avoid the two biggest retirement mistakes: waiting too long to realize you don’t have enough or not realizing you could retire earlier than you thought.
Inside, you’ll learn:
- How to determine if you’ll have enough money to retire
- Ways to protect yourself from rising taxes
- Why “winning by not losing” works in retirement planning
- How healthcare impacts retirement
- How to craft a legacy plan that covers every base
…and much more.
MEET
THE AUTHOR
Our identities are often shaped by both our passions and our challenges, and Josh Bradley’s story is no different. As a managing partner and financial advisor at Capital City Financial Planners, Josh saw firsthand how his grandparents’ retirement dreams were nearly derailed by overwhelming long-term care expenses. That experience deeply influenced his approach to financial planning and inspired him to write Capital Confidence Plan and Mission Tax 0.
In these books, Josh tackles two of the biggest retirement concerns: confidence in your overall plan and strategies to reduce taxes in retirement. Whether you’re worried you won’t have enough or unaware you may already have more than you need. Josh provides practical steps to simplify retirement and help you move forward with clarity and confidence.
ready to take
THE NEXT STEP?
To learn more about the strategies in Mission Tax 0 and Capital Confidence: Plan, schedule a meeting with one of our advisors or register for an upcoming seminar.
