How the Rich Pay Zero Tax on Investment Withdrawals
Tue Dec 30 2025
Schedule a meeting with Mark at: https://www.attleborowealth.com/disco...
It is possible to pay no tax on withdrawals from your investments even if you have high income. The idea is simple, but the process and details are not. Learn the details in this video.
Trump Accounts: https://www.youtube.com/watch?v=Rdv-twNZMEE
3 Pillars of Investment Management: https://www.youtube.com/watch?v=mgSBeGzVqgg
Visit our website: https://www.attleborowealth.com
Listen to the 'Not a Guru' Podcast on Spotify (or any other Podcast platform): https://open.spotify.com/show/2dTsIcy...
The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional.
Attleboro Wealth Management, LLC is a Registered Investment Adviser. This program is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Attleboro Wealth Management, LLC and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Attleboro Wealth Management, LLC unless a client service agreement is in place.
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0:00 - Introduction
01:46 - Slott Report
18:15 - Market Update
27:52 - Financial Focus: How the Rich Pay Zero Tax on Investment Withdrawals
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Schedule a meeting with Mark at: https://www.attleborowealth.com/disco... It is possible to pay no tax on withdrawals from your investments even if you have high income. The idea is simple, but the process and details are not. Learn the details in this video. Trump Accounts: https://www.youtube.com/watch?v=Rdv-twNZMEE 3 Pillars of Investment Management: https://www.youtube.com/watch?v=mgSBeGzVqgg Visit our website: https://www.attleborowealth.com Listen to the 'Not a Guru' Podcast on Spotify (or any other Podcast platform): https://open.spotify.com/show/2dTsIcy... The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional. Attleboro Wealth Management, LLC is a Registered Investment Adviser. This program is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Attleboro Wealth Management, LLC and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Attleboro Wealth Management, LLC unless a client service agreement is in place. --- 0:00 - Introduction 01:46 - Slott Report 18:15 - Market Update 27:52 - Financial Focus: How the Rich Pay Zero Tax on Investment Withdrawals