The Retirement Tax Triangle
Investing in a mix of tax deferred, taxable and tax free accounts gives you the greatest flexibility in retirement tax planning. Here’s how it can minimize your taxes in creative ways.
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Investing in a mix of tax deferred, taxable and tax free accounts gives you the greatest flexibility in retirement tax planning. Here’s how it can minimize your taxes in creative ways.
It’s important to point out that sometimes people talk about tracking spending and budgeting as if they are the same thing. They are NOT!
Just like a financial dividend paid on a stock, the longer you have to remember the experience, the more time you have to be paid dividends.