In this video, Toby Mathis breaks down surprising IRS and Tax Foundation data to reveal which age groups shoulder the heaviest tax burden.
Would you like to learn more about protecting your assets and minimizing taxes? Schedule a free consultation here: https://aba.link/264f43
You’ll learn why taxpayers between 45 and 54 carry almost a third of the federal income tax load and how this compares with younger and older generations.
12:51 Watch The 8 D’s (The Rich Love Using These Tax Secrets) https://youtu.be/Yhj5k7gVY8c
Toby also explains how peak earning years, career maturity, and life responsibilities all play into the numbers.
Beyond just facts and figures, he shares why understanding the timing of taxes matters just as much as income itself.
Stick around to discover strategies that could help you keep more of your hard-earned money.
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Show Notes:
0:00 Intro — who pays the most taxes by age?
0:48 Poll: Americans say taxes are too high/unfair
3:12 Age-group breakdown: 35–44, 45–54, 55–64, 65+, under 34
5:41 Buy–Borrow–Die explained (asset growth, borrowing, step-up)
8:16 Why boomers pay less now (retirement income mix)
9:52 Lesson 1: Diversify income sources (beyond W-2)
10:28 Lesson 2: Timing matters (crushed at 45–55, plan ahead)
11:12 Lesson 3: Use entities & trusts as tax tools
11:26 Lesson 4: Think legacy and avoid probate pain
12:30 What to do now by age (30s/40s, 50s, younger)
13:47 Final takeaway: middle age pays most—what will you do?
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ABOUT TOBY MATHIS
Toby Mathis, Esq. is the best-selling author of Infinity Investing: How the Rich Get Richer And How You Can Do The Same. Toby is a tax attorney and founded Anderson Business Advisors, one of the most successful law, tax, and estate planning companies in the United States. Learn more at https://aba.link/tobyaba
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The information provided in this video should not be construed or relied on as legal advice for any specific fact or circumstance. Its content was prepared by Anderson Business Advisors with its main office at 3225 McLeod Drive Suite 100 Las Vegas, Nevada 89121. This video is designed for entertainment and information purposes only. Viewing this video does not create an attorney-client relationship with Anderson Business Advisors or any of its lawyers. You should not act or rely on any of the information contained herein without seeking professional legal advice.
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