Joe Knows Retirement
Joe Knows Retirement
Joe Schmitz Jr., CFP® ChFC® CKA®
The Three Buckets of Tax Planning [Episode 23]
23 minutes Posted Jan 23, 2024 at 2:19 pm.
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Show notes

All investments fall into one of three buckets: taxable, tax-deferred, or tax-free. In this episode of Joe Knows Retirement, Joe explains how each bucket works, gives examples of investments that fall into each bucket, and shares how to best use each bucket to plan for your retirement.

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