Mission: Tax Zero

Are you prepared for the biggest expense in retirement? It's not travel or healthcare-it's taxes. In Mission: Tax Zero, financial advisor Josh Bradley sounds the alarm for anyone planning for or living in retirement. This essential guide challenges you to rethink everything you thought you knew about retirement taxes. Mission: Tax Zero provides a clear roadmap with eight actionable strategies designed to significantly reduce, or even eliminate, your tax liability in retirement. Explore techniques like strategic tax allocation, leveraging permanent life insurance, maximizing charitable giving deductions, and harnessing the power of Health Savings Accounts (HSAs). Stop passively deferring taxes and start actively planning for a future with potentially zero taxes.

Josh Bradley is focused on helping clients work toward their retirement dreams through a well-thought-out financial strategy for retirement income. After serving as an independent financial advisor with Voya Financial, he decided to form Capital City Financial Partners in 2016. Josh is an investment advisor representative who has passed the Series 66 security exam and holds insurance licenses in South Carolina, North Carolina, Georgia, Florida, Ohio, Tennessee, and Massachusetts.