Jimmy offers modern financial advice for people who are serious about making the most out of their retirement savings.
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Whether you’re perfecting the details of a virtual gathering or finally bringing your people together in person again, you know that who you choose to speak tends to tip the scale from “The event was nice” to “How can I preregister for the next one?”
Audiences love Jimmy.
Jimmy has a natural ability to captivate an audience within seconds. Right away, participants feel understood in their money habits and find themselves on the edge of their seats, hopeful for a solution — which, of course, Jimmy delivers with wit and grace. After embracing three wildly practical steps to be taken with their spouses, people leave with the tools they need to see their money with crystal clarity and build the lives they want.
One of Jimmy’s presentations, Divorce the IRS: Retirement and Taxes
See More TopicsHow to avoid the biggest mistakes that people make when planning for retirement
In-depth information on how to provide lifetime income with good financial planning
How to divorce the IRS and rescue your nest egg from hefty taxes when you need your money the most -- in retirement
Have you ever noticed that the words ‘The’ and ‘IRS’ spells – Theirs? It doesn’t have to be that way though, not completely anyway…
Understand the impact of taxes in retirement, ways to help avoid having your Social Security taxed, and much more
Thinking about living, working, or retiring abroad? Find out how to make your years overseas as financially rewarding as possible...
Get in-depth information on unique tax situations that affect Americans overseas.
Coming to America? Non-US citizens working in the US face unique challenges, often leading to inaction & mistakes. They don't have to, though...
Get clarity on the US' complex financial system and learn how to avoid some of the most common mistakes foreigners in the US make.
Following the session, attendees will receive access to unique tools and the latest technology to help them plan for their future, as well as a better retirement.
…and a FREE copy of Jimmy’s hugely popular book!
Many believe it’s a good idea to kick a little of your tax problem down the road by saving money in tax-deferred accounts, like a Traditional 401(k) or IRA. What they don’t realize is this isn’t like kicking a can down the road, it’s more like rolling a wet snowball down a snowy slope! The tax you save today is really just a loan from the IRS that will grow just like that snowball as you head downhill towards retirement, setting off an avalanche of tax time bombs.
Divorce the IRS shows you exactly how the IRS has designed a tax system that incentivizes you to line their coffers over time with your money if you don’t understand the rules. If you want to understand taxes in retirement and turn the tables on the IRS, this book is for you.
“Yes, if you have any concern about taxes in retirement--you need to read this book! The author presents a strong argument in favor of ROTH accounts to lock-in your tax rate now at know, historic lows and prevent paying taxes at unknown, likely higher, rates in the future. I am definitely going to reconsider my retirement savings strategy after reading this.”
Alexis GerstAmazon Review“Insightful and thought-provoking. This book will make you think about your strategy and save you money in the end. Always sound advice to build your wealth coming from this author.”
Wink HinklyAmazon Review“I recently heard Mr Miller speak at an event about his book. It was very enlightening. He make the subject interesting and understandable. I am looking forward to reading the book to get more details.”
John KingAmazon Review